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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $266,475 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $168,031 |
WELLESLEY2 years Filed as: WELLESLEY MGT Service code 51 20 WILLIAM STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $73,836 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MGT Service code 51 1075 PEACHTREE ST NE STE 2100 · ATLANTA, GA 30309 | Investment Mgmt Fees | $56,940 |
CHUBB2 years Filed as: CHUBB INSURANCE Service code 22 · EIN 13-1963498 | Insurance Broker | $24,043 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $16,458 |
KELLEY LAW GROUP2 years Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $15,098 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,302 | $106,351-63.0% | $105,223-62.6% | $103,975-62.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 3.22% | 11.69%-8.5pp | 180.65%-177.4pp | 19.41%-16.2pp |
| Employer contribution / active EE | $1,753 | $5,336-67.2% | $3,689-52.5% | $3,722-52.9% |
| Participant deferral / active EE | $861 | $3,221-73.3% | $5,072-83.0% | $5,343-83.9% |
| Admin fee / account holder | $283 | $316-10.4% | $8,859-96.8% | $332-14.9% |