Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $27,871 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $16,787 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,500 |
Filed as: SMITH GAMBRELL & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $5,271 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3244136 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
LONGLEAF PARTNERS1 year Service code 52 · EIN 62-0951781 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,400 | $48,064-11.8% | $78,778-46.2% | $69,631-39.1% |
| Participation rate | 97.9% | 61.6%+36.4pp | 69.2%+28.7pp | 70.7%+27.2pp |
| Annual return | 12.04% | 21.81%-9.8pp | 35.62%-23.6pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $158 | $744-78.8% | $1,986-92.0% | $2,032-92.2% |
| Participant deferral / active EE | $3,371 | $2,079+62.1% | $2,958+14.0% | $3,224+4.6% |
| Admin fee / account holder | $43 | $152-72.0% | $5,134-99.2% | $110-61.5% |