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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $15,026 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SVC Service code 15 · EIN 20-0346540 | Recordkeeping | $9,800 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INVESTMENT MNGMT Service code 51 · EIN 94-3106755 | Investment Mgmt Fees | $0 |
CHARLES SCHWAB & CO., INC.2+ 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.
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 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 7.35% | 6.80%+0.6pp | 7.98%-0.6pp | 4.16%+3.2pp |
| Employer contribution / active EE | $5,347 | $40,252-86.7% | $23,724-77.5% | $42,918-87.5% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |