Filed December 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $159,065 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,901 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,919 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $35,700 |
HARLOWE & FALK LLP4 years Service code 29 · EIN 11-3662832 | Legal | $10,742 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,392 | $160,882-42.6% | $200,582-53.9% | $102,872-10.2% |
| Participation rate | 94.4% | 91.2%+3.3pp | 86.9%+7.6pp | 73.0%+21.4pp |
| Annual return | 16.02% | 18.15%-2.1pp | 42.33%-26.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $4,082 | $5,602-27.1% | $6,419-36.4% | $3,526+15.7% |
| Participant deferral / active EE | $5,994 | $9,300-35.5% | $9,331-35.8% | $5,535+8.3% |
| Admin fee / account holder | $138 | $125+10.3% | $16,305-99.2% | $292-52.9% |