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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY PARTNERS8+ years Service code 27 · EIN 68-0189192 | Advisory (Plan) | $1,233,550 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $169,035 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $137,274 |
WHITESTAR ADVISORS, LLC8+ years Service code 28 · EIN 03-0496641 | Investment Management | $131,000 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $115,496 |
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $102,000 |
UA LO 4671 year Service code 14 · EIN 94-0775047 | Plan Administrator | $18,032 |
Service code 29 · EIN 94-2576729 | Legal | $12,871 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -22.82% | -8.26%-14.6pp | -5.85%-17.0pp | 2.78%-25.6pp |
| Employer contribution / active EE | $29,247 | $12,543+133.2% | $31,839-8.1% | $15,276+91.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |