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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $436,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $433,260 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $39,535 |
Service code 10 · EIN 91-1275259 | Accounting | $16,700 |
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 | $90,706 | $121,599-25.4% | $135,998-33.3% | $103,657-12.5% |
| Participation rate | 98.5% | 76.2%+22.3pp | 81.9%+16.6pp | 73.4%+25.1pp |
| Annual return | 23.60% | 26.09%-2.5pp | 68.37%-44.8pp | 33.13%-9.5pp |
| Employer contribution / active EE | $6,346 | $4,627+37.2% | $4,860+30.6% | $3,216+97.4% |
| Participant deferral / active EE | $16,146 | $7,782+107.5% | $7,761+108.1% | $5,218+209.4% |
| Admin fee / account holder | $64 | $76-15.9% | $10,769-99.4% | $114-44.2% |