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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638186 | Advisory (Plan) | $368,509 |
BENESYS, INC.8 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $132,328 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $126,034 |
WEINBERG, ROGER & ROSENFELD8 years Service code 29 · EIN 94-2458080 | Legal | $68,544 |
SMART SOURCE LLC4 years Filed as: SMART SOURCE Service code 49 · EIN 30-0830429 | Other Services | $37,724 |
RAEL & LETSON2 years Service code 16 · EIN 94-1701048 | Consulting | $13,233 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,161 | $41,510-63.5% | $85,009-82.2% | $99,061-84.7% |
| Participation rate | 100.0% | 35.3%+64.7pp | 67.5%+32.5pp | 71.6%+28.4pp |
| Annual return | 6.15% | 17.38%-11.2pp | 66.47%-60.3pp | 17.66%-11.5pp |
| Employer contribution / active EE | $2,670 | $1,137+134.8% | $2,728-2.1% | $3,261-18.1% |
| Participant deferral / active EE | $0 | $2,246-100.0% | $4,522-100.0% | $5,331-100.0% |
| Admin fee / account holder | $145 | $175-17.1% | $6,153-97.6% | $109+33.3% |