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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Participants) | $20,887 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,721 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 17 202 MONTROSE WEST AVE · AKRON, OH 44321 | Pension Consulting | $2,070 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,540 | $84,493-69.8% | $125,381-79.6% | $66,938-61.8% |
| Participation rate | 82.3% | 76.4%+5.9pp | 82.4%-0.1pp | 69.8%+12.5pp |
| Annual return | -17.63% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,392 | $3,554-60.8% | $4,815-71.1% | $2,545-45.3% |
| Participant deferral / active EE | $3,151 | $6,783-53.6% | $7,448-57.7% | $4,238-25.7% |
| Admin fee / account holder | $110 | $685-84.0% | $10,007-98.9% | $594-81.5% |