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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $34,626 |
SOUTHWESTERN LAW SCHOOL1 year Service code 10 · EIN 95-1246140 | Accounting | $14,007 |
EISNERAMPER LLP2 years Filed as: HOLTHOUSE CARLVIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $12,625 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $240,573 | $60,795+295.7% | $69,461+246.3% | $65,185+269.1% |
| Participation rate | 96.3% | 74.9%+21.5pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 15.48% | 17.46%-2.0pp | 28.97%-13.5pp | 29.38%-13.9pp |
| Employer contribution / active EE | $7,663 | $2,452+212.5% | $2,779+175.7% | $2,177+252.0% |
| Participant deferral / active EE | $7,968 | $3,162+152.0% | $3,536+125.4% | $3,514+126.8% |
| Admin fee / account holder | $200 | $314-36.2% | $3,840-94.8% | $847-76.4% |