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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,087 |
POLYCOMP ADMINISTRATIVE SERVICES3+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 17 · EIN 95-2889854 | Pension Consulting | $7,067 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $0 |
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 | $16,781 | $37,196-54.9% | $154,114-89.1% | $55,725-69.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 8.30% | 1319.68%-1311.4pp | 735.16%-726.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $1,979 | $1,614+22.6% | $5,298-62.6% | $2,078-4.8% |
| Participant deferral / active EE | $1,400 | $2,068-32.3% | $5,081-72.5% | $3,356-58.3% |
| Admin fee / account holder | $135 | $102+32.5% | $13,411-99.0% | $115+16.9% |