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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $321,452 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $167,333 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,459 |
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 | $63,224 | $83,812-24.6% | $123,553-48.8% | $68,904-8.2% |
| Participation rate | 95.6% | 77.0%+18.6pp | 82.3%+13.3pp | 74.1%+21.5pp |
| Annual return | 12.59% | 0.60%+12.0pp | 119.21%-106.6pp | 1.07%+11.5pp |
| Employer contribution / active EE | $2,339 | $2,924-20.0% | $4,628-49.5% | $2,540-7.9% |
| Participant deferral / active EE | $4,940 | $5,609-11.9% | $6,426-23.1% | $4,015+23.0% |
| Admin fee / account holder | $80 | $65+22.8% | $9,284-99.1% | $71+11.8% |