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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $66,797 |
KATZ, SAPPER & MILLER5 years Filed as: KATZ TELLER BRANT & HILD A Service code 29 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Legal | $15,235 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $10,000 |
CUNI, RUST & STRENK5 years Filed as: CUNI, RUST & STRENK, INC. Service code 99 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Other Fees | $6,200 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,840 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,280 | $61,166+256.9% | $185,837+17.5% | $79,393+174.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.14% | 19.45%-4.3pp | 122.08%-106.9pp | 116.87%-101.7pp |
| Employer contribution / active EE | $15,674 | $2,321+575.3% | $5,168+203.3% | $2,428+545.6% |
| Participant deferral / active EE | $10,084 | $2,789+261.6% | $5,568+81.1% | $4,046+149.3% |
| Admin fee / account holder | $16 | $710-97.7% | $16,241-99.9% | $627-97.4% |