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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $23,304 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SVC Service code 15 · EIN 20-0346540 | Recordkeeping | $3,850 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MNGMT Service code 51 · EIN 94-3106755 | Investment Mgmt Fees | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -1.86% | -6.67%+4.8pp | -2.90%+1.0pp | -2.16%+0.3pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |