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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $51,660 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,609 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DAVIS3 years Service code 52 · EIN 36-2926440 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,422 | $54,573-40.6% | $90,970-64.4% | $73,493-55.9% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.0pp | 70.7%+11.4pp |
| Annual return | 21.43% | 16.69%+4.7pp | 134.58%-113.1pp | 28.51%-7.1pp |
| Employer contribution / active EE | $3,411 | $991+244.0% | $2,122+60.7% | $2,270+50.3% |
| Participant deferral / active EE | $4,416 | $2,517+75.4% | $3,373+30.9% | $3,740+18.1% |
| Admin fee / account holder | $289 | $521-44.6% | $5,960-95.2% | $513-43.7% |