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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $519,600 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $329,073 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $66,599 |
Service code 10 · EIN 91-1275259 | Accounting | $15,600 |
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 | $62,688 | $90,195-30.5% | $125,363-50.0% | $89,394-29.9% |
| Participation rate | 97.4% | 72.4%+24.9pp | 82.4%+15.0pp | 71.3%+26.1pp |
| Annual return | -15.81% | -6.51%-9.3pp | 572.15%-588.0pp | -11.89%-3.9pp |
| Employer contribution / active EE | $3,742 | $3,043+23.0% | $4,815-22.3% | $3,022+23.8% |
| Participant deferral / active EE | $12,715 | $7,170+77.3% | $7,447+70.7% | $5,123+148.2% |
| Admin fee / account holder | $60 | $69-12.8% | $10,005-99.4% | $79-23.8% |