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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $838,626 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,137 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,625 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $38,061 |
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 | $67,149 | $108,759-38.3% | $149,751-55.2% | $93,223-28.0% |
| Participation rate | 95.2% | 70.7%+24.5pp | 82.5%+12.7pp | 74.9%+20.3pp |
| Annual return | 17.12% | 19.53%-2.4pp | 276.71%-259.6pp | 19.29%-2.2pp |
| Employer contribution / active EE | $1,698 | $2,777-38.9% | $4,646-63.5% | $2,680-36.6% |
| Participant deferral / active EE | $5,272 | $6,149-14.3% | $6,843-23.0% | $4,563+15.5% |
| Admin fee / account holder | $110 | $81+35.9% | $9,312-98.8% | $79+38.6% |