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 | $50,860-30.9% | $155,574-77.4% | $77,714-54.8% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.7pp | 70.6%+28.4pp |
| Annual return | 14.01% | 34.86%-20.9pp | 64.87%-50.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $4,060 | $1,991+104.0% | $4,676-13.2% | $2,727+48.9% |
| Participant deferral / active EE | $3,771 | $2,825+33.5% | $5,629-33.0% | $4,649-18.9% |
| Admin fee / account holder | $261 | $436-40.3% | $15,914-98.4% | $433-39.8% |