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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Participants) | $23,524 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,570 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 17 202 MONTROSE WEST AVE · AKRON, OH 44321 | Pension Consulting | $3,330 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $33,983 | $91,439-62.8% | $135,974-75.0% | $71,511-52.5% |
| Participation rate | 73.9% | 75.7%-1.8pp | 81.9%-8.0pp | 67.9%+6.0pp |
| Annual return | 16.90% | 29.90%-13.0pp | 68.30%-51.4pp | 28.86%-12.0pp |
| Employer contribution / active EE | $1,403 | $3,705-62.1% | $4,859-71.1% | $2,589-45.8% |
| Participant deferral / active EE | $3,278 | $7,093-53.8% | $7,760-57.8% | $4,291-23.6% |
| Admin fee / account holder | $140 | $1,267-88.9% | $10,767-98.7% | $1,588-91.2% |