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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS INVESTMENTS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $79,624 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $48,342 |
ARGENT FINANCIAL GROUP8+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $39,787 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $18,748 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $14,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,154 | $76,774+3.1% | $112,249-29.5% | $77,906+1.6% |
| Participation rate | 99.7% | 80.2%+19.5pp | 75.1%+24.6pp | 73.7%+26.0pp |
| Annual return | 13.90% | -10.25%+24.2pp | 27.48%-13.6pp | 12.16%+1.7pp |
| Employer contribution / active EE | $6,420 | $3,977+61.5% | $3,636+76.6% | $2,846+125.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $140 | $239-41.3% | $6,412-97.8% | $133+5.8% |