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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $201,914 |
GRANT THORNTON LLP1+ years Service code 10 33960 TREASURY CENTER · CHICAGO, IL 606943900 | Accounting | $22,739 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1501 K ST NW SUITE 1100 · WASHINGTON, DC 20005 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,381 | $86,791-69.6% | $115,038-77.1% | $59,188-55.4% |
| Participation rate | 94.4% | 72.8%+21.6pp | 81.4%+13.1pp | 69.4%+25.0pp |
| Annual return | 5.27% | 4.44%+0.8pp | 26.14%-20.9pp | 5.51%-0.2pp |
| Employer contribution / active EE | $2,356 | $2,950-20.1% | $4,608-48.9% | $2,098+12.3% |
| Participant deferral / active EE | $6,768 | $5,298+27.7% | $6,026+12.3% | $3,265+107.3% |
| Admin fee / account holder | $26 | $95-73.0% | $8,175-99.7% | $92-72.2% |