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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $106,567 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $95,897 |
PICKETT, CHANEY & MCMULLEN LLP6+ years Service code 10 · EIN 48-1246310 | Accounting | $7,750 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,939 | $100,801+55.7% | $149,745+4.8% | $73,412+113.8% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.5%+17.3pp | 72.2%+27.6pp |
| Annual return | 16.74% | 265.34%-248.6pp | 276.72%-260.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $4,626 | $3,312+39.7% | $4,646-0.4% | $2,234+107.1% |
| Participant deferral / active EE | $8,209 | $6,404+28.2% | $6,843+20.0% | $3,806+115.7% |
| Admin fee / account holder | $218 | $181+20.6% | $9,312-97.7% | $158+38.1% |