Filed April 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,159 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,470 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $10,155 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,147 | $50,919-31.0% | $155,556-77.4% | $77,762-54.8% |
| Participation rate | 98.9% | 63.1%+35.9pp | 78.2%+20.7pp | 70.6%+28.4pp |
| Annual return | 14.01% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.3pp |
| Employer contribution / active EE | $4,060 | $1,991+103.9% | $4,675-13.2% | $2,728+48.8% |
| Participant deferral / active EE | $3,771 | $2,824+33.5% | $5,631-33.0% | $4,651-18.9% |
| Admin fee / account holder | $261 | $437-40.3% | $15,885-98.4% | $433-39.8% |