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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $24,153 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $19,884 |
Filed as: KESTRA ADVISORY SERVICES Service code 17 · EIN 35-2552359 | Pension Consulting | $19,151 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $10,498 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,565 | $51,288-11.2% | $81,983-44.4% | $73,409-37.9% |
| Participation rate | 68.8% | 64.0%+4.8pp | 69.2%-0.4pp | 72.2%-3.4pp |
| Annual return | 15.77% | 29.48%-13.7pp | 41.31%-25.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,201 | $1,487-19.2% | $2,498-51.9% | $2,234-46.2% |
| Participant deferral / active EE | $1,743 | $2,715-35.8% | $3,722-53.2% | $3,805-54.2% |
| Admin fee / account holder | $153 | $125+21.7% | $5,664-97.3% | $158-3.4% |