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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $571,265 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $284,367 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $52,064 |
Service code 10 · EIN 91-1275259 | Accounting | $29,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,247 | $107,662-28.3% | $159,495-51.6% | $106,520-27.5% |
| Participation rate | 96.0% | 69.4%+26.7pp | 82.8%+13.2pp | 71.3%+24.7pp |
| Annual return | 21.91% | 22.17%-0.3pp | 263.72%-241.8pp | 19.28%+2.6pp |
| Employer contribution / active EE | $2,680 | $2,741-2.2% | $4,831-44.5% | $2,840-5.7% |
| Participant deferral / active EE | $11,655 | $6,799+71.4% | $7,354+58.5% | $4,948+135.6% |
| Admin fee / account holder | $72 | $69+5.6% | $10,804-99.3% | $75-2.8% |