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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $269,500 |
BENESYS, INC.7 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $83,144 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $74,825 |
SMART SOURCE LLC3 years Filed as: SMART SOURCE Service code 49 · EIN 30-0830429 | Other Services | $41,502 |
WEINBERG, ROGER & ROSENFELD7 years Service code 29 · EIN 94-2458080 | Legal | $31,209 |
RAEL & LETSON1 year Service code 16 · EIN 94-1701048 | Consulting | $14,300 |
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 | $12,514 | $36,020-65.3% | $80,607-84.5% | $103,514-87.9% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.0%+33.0pp | 73.3%+26.7pp |
| Annual return | 9.73% | 63.68%-53.9pp | 936.11%-926.4pp | 33.12%-23.4pp |
| Employer contribution / active EE | $2,662 | $998+166.8% | $2,724-2.3% | $3,210-17.1% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $4,448-100.0% | $5,209-100.0% |
| Admin fee / account holder | $97 | $472-79.5% | $5,379-98.2% | $114-15.1% |