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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,303 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,195 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,902 | $55,470+49.5% | $155,556-46.7% | $74,478+11.3% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 9.32% | 269.80%-260.5pp | 64.84%-55.5pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $3,177 | $2,267+40.2% | $4,675-32.0% | $2,626+21.0% |
| Participant deferral / active EE | $4,463 | $2,838+57.2% | $5,631-20.7% | $4,350+2.6% |
| Admin fee / account holder | $261 | $1,744-85.1% | $15,885-98.4% | $1,946-86.6% |