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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $203,682 |
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $113,014 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $49,619 |
WEINBERG, ROGER & ROSENFELD6 years Service code 29 · EIN 94-2458080 | Legal | $28,237 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE Service code 49 · EIN 30-0830429 | Other Services | $8,103 |
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 | $9,896 | $37,418-73.6% | $77,096-87.2% | $77,906-87.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 67.9%+32.1pp | 73.7%+26.3pp |
| Annual return | -10.10% | -7.13%-3.0pp | 42.35%-52.5pp | 12.16%-22.3pp |
| Employer contribution / active EE | $2,687 | $1,200+124.0% | $2,814-4.5% | $2,846-5.6% |
| Participant deferral / active EE | $0 | $2,572-100.0% | $4,429-100.0% | $4,805-100.0% |
| Admin fee / account holder | $82 | $126-35.1% | $5,428-98.5% | $133-38.3% |