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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,447 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,470 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,233 | $60,128+108.3% | $90,440+38.5% | $79,852+56.8% |
| Participation rate | 98.9% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.2pp |
| Annual return | 16.46% | 71.95%-55.5pp | 1294.38%-1277.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,147 | $2,068+3.8% | $3,263-34.2% | $2,471-13.1% |
| Participant deferral / active EE | $5,950 | $2,939+102.5% | $3,964+50.1% | $3,740+59.1% |
| Admin fee / account holder | $472 | $3,977-88.1% | $5,615-91.6% | $5,306-91.1% |