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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INC Service code 17 · EIN 13-2638166 | Pension Consulting | $30,225 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $29,950 |
K&L GATES1 year Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $12,587 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,168 | $104,336-71.1% | $159,487-81.1% | $86,821-65.3% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.8pp |
| Annual return | 13.99% | 26.32%-12.3pp | 263.71%-249.7pp | 97.94%-83.9pp |
| Employer contribution / active EE | $2,400 | $3,451-30.4% | $4,831-50.3% | $2,406-0.2% |
| Participant deferral / active EE | $2,955 | $6,837-56.8% | $7,354-59.8% | $4,132-28.5% |
| Admin fee / account holder | $110 | $172-36.3% | $10,804-99.0% | $170-35.3% |