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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS INVESTMENTS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $131,499 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $77,399 |
ARGENT FINANCIAL GROUP10+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $42,647 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $20,852 |
FORVIS, LLP4 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $11,760 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,425 | $241,850-58.1% | $102,437-1.0% | $200,096-49.3% |
| Participation rate | 99.5% | 78.3%+21.1pp | 74.5%+25.0pp | 72.0%+27.5pp |
| Annual return | 37.89% | 17.67%+20.2pp | 24.95%+12.9pp | 34.26%+3.6pp |
| Employer contribution / active EE | $6,400 | $4,253+50.5% | $3,871+65.3% | $3,038+110.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $162 | $288-43.6% | $8,388-98.1% | $269-39.7% |