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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $52,037 |
BOLTON PARTNERS, INC.2 years Service code 11 · EIN 52-1231144 | Actuarial | $0 |
SMITH & HOWARD, PC2 years Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 | Legal | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | -0.01% | 7.65%-7.7pp | 4.95%-5.0pp | 7.65%-7.7pp |
| Employer contribution / active EE | $19,873 | $20,582-3.4% | $20,917-5.0% | $20,582-3.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |