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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,170 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,844 |
MORNINGSTAR2 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 | $71,798 | $47,163+52.2% | $149,696-52.0% | $74,460-3.6% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 10.76% | 22.75%-12.0pp | 134.46%-123.7pp | 34.38%-23.6pp |
| Employer contribution / active EE | $2,950 | $1,907+54.7% | $4,821-38.8% | $2,638+11.8% |
| Participant deferral / active EE | $3,807 | $2,730+39.4% | $5,682-33.0% | $4,530-16.0% |
| Admin fee / account holder | $215 | $343-37.3% | $13,212-98.4% | $348-38.1% |