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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $373,276 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,943 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $46,719 |
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 | $59,034 | $95,048-37.9% | $141,200-58.2% | $82,204-28.2% |
| Participation rate | 95.2% | 73.7%+21.5pp | 82.5%+12.7pp | 73.4%+21.8pp |
| Annual return | 32.08% | 26.89%+5.2pp | 71.41%-39.3pp | 26.31%+5.8pp |
| Employer contribution / active EE | $2,507 | $2,921-14.2% | $4,736-47.1% | $2,707-7.4% |
| Participant deferral / active EE | $10,546 | $5,907+78.5% | $6,710+57.2% | $4,246+148.4% |
| Admin fee / account holder | $59 | $78-24.7% | $10,265-99.4% | $76-22.6% |