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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 21 · EIN 13-2638166 | Bank Trustee | $108,722 |
Filed as: FERGUSON-WELLMAN CAPITAL MANAGEMENT Service code 21 · EIN 93-0646988 | Bank Trustee | $64,907 |
WTRISC3+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $40,720 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN MAHER Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $21,000 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 21 · EIN 95-4575414 | Bank Trustee | $14,086 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,373 | $48,261+54.1% | $68,612+8.4% | $55,725+33.5% |
| Participation rate | 90.8% | 71.0%+19.7pp | 72.2%+18.5pp | 70.9%+19.9pp |
| Annual return | 10.77% | -2.61%+13.4pp | -4.63%+15.4pp | 244.93%-234.2pp |
| Employer contribution / active EE | $7,944 | $1,742+356.0% | $2,625+202.6% | $2,078+282.2% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $328 | $126+159.8% | $5,131-93.6% | $115+184.6% |