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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $50,321 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $36,050 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-1682682 | Indirect Investment Fees | $0 |
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 | $39,836 | $62,543-36.3% | $83,322-52.2% | $55,725-28.5% |
| Participation rate | 98.3% | 78.4%+19.9pp | 77.8%+20.5pp | 70.9%+27.4pp |
| Annual return | -4.44% | 14.85%-19.3pp | 10.64%-15.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,055 | $2,427+25.9% | $3,379-9.6% | $2,078+47.0% |
| Participant deferral / active EE | $3,010 | $5,682-47.0% | $5,565-45.9% | $3,356-10.3% |
| Admin fee / account holder | $108 | $103+4.5% | $7,540-98.6% | $115-6.4% |