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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,746 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,901 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,017 | $65,125+9.0% | $143,797-50.6% | $66,949+6.1% |
| Participation rate | 97.5% | 65.2%+32.3pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -10.71% | -11.13%+0.4pp | -0.04%-10.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $2,936 | $2,362+24.3% | $4,952-40.7% | $2,545+15.3% |
| Participant deferral / active EE | $3,828 | $2,920+31.1% | $5,638-32.1% | $4,239-9.7% |
| Admin fee / account holder | $219 | $503-56.4% | $14,679-98.5% | $594-63.1% |