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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $19,440 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $18,614 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $206,070 | $52,467+292.8% | $57,196+260.3% | $55,167+273.5% |
| Participation rate | 95.3% | 75.8%+19.5pp | 75.3%+20.0pp | 69.0%+26.3pp |
| Annual return | 5.96% | 7.72%-1.8pp | 14.59%-8.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $9,461 | $2,477+281.9% | $2,683+252.6% | $1,963+382.0% |
| Participant deferral / active EE | $5,202 | $2,830+83.8% | $3,096+68.0% | $3,054+70.3% |
| Admin fee / account holder | $131 | $269-51.4% | $3,141-95.8% | $504-74.1% |