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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $23,581 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 19 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Securities Custodian | $20,246 |
Service code 10 · EIN 45-0784806 | Accounting | $17,000 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $15,122 |
UNION INSURANCE GROUP2 years Filed as: UNION INSURANCE GROUP, LLC Service code 23 303 WEST ERIE STREET · CHICAGO, IL 60654 | Insurance services | $9,105 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | -5.78% | -1.76%-4.0pp | -3.19%-2.6pp | -0.69%-5.1pp |
| Employer contribution / active EE | $2,271 | $13,257-82.9% | $48,658-95.3% | $16,786-86.5% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |