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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $46,767 |
Filed as: UBS INVESTMENTS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $41,090 |
ARGENT FINANCIAL GROUP7+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $34,862 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $16,600 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $9,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,205 | $78,275+30.6% | $109,173-6.4% | $86,821+17.7% |
| Participation rate | 97.0% | 73.8%+23.1pp | 75.9%+21.1pp | 72.3%+24.7pp |
| Annual return | 44.66% | 19.14%+25.5pp | 25.75%+18.9pp | 97.94%-53.3pp |
| Employer contribution / active EE | $3,188 | $3,105+2.7% | $3,723-14.4% | $2,406+32.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $156 | $198-21.3% | $6,755-97.7% | $170-7.9% |