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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $63,275 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $45,443 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-1682682 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Annual investment return 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 | $59,646 | $78,781-24.3% | $100,528-40.7% | $73,412-18.8% |
| Participation rate | 99.0% | 80.0%+19.0pp | 79.4%+19.6pp | 72.2%+26.8pp |
| Annual return | 13.21% | 31.69%-18.5pp | 30.90%-17.7pp | 59.30%-46.1pp |
| Employer contribution / active EE | $3,389 | $2,420+40.1% | $3,419-0.9% | $2,234+51.7% |
| Participant deferral / active EE | $3,439 | $6,537-47.4% | $6,271-45.2% | $3,806-9.6% |
| Admin fee / account holder | $135 | $145-7.4% | $8,084-98.3% | $158-14.7% |