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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE Service code 19 · EIN 01-6215776 | Securities Custodian | $106,883 |
WELLESLEY5 years Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $39,750 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $30,950 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $21,076 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $19,456 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $11,201 |
RYAN RAPP & UNDERWOOD3 years Filed as: RYAN RAPP UNDERWOOD & PACHECO Service code 29 · EIN 86-0767091 | Legal | $7,770 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0614919 | Insurance Commissions | $6,195 |
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 | $25,929 | $88,479-70.7% | $96,538-73.1% | $80,169-67.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.60% | 22.53%-10.9pp | 35.74%-24.1pp | 40.39%-28.8pp |
| Employer contribution / active EE | $1,807 | $4,177-56.7% | $3,740-51.7% | $2,978-39.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $171 | $211-19.1% | $6,737-97.5% | $145+18.1% |