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| Provider | Service type | Compensation |
|---|---|---|
DOWLING & YAHNKE LLC3 years Filed as: DOWLING AND YAHNKE Service code 28 · EIN 33-0465041 | Investment Management | $25,387 |
POLYCOMP ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $25,223 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $16,665 |
US BANK3 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $11,242 |
MESSNER AND SMITH6+ years Service code 28 | Investment Management | $6,402 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,930 | $43,133-12.1% | $89,435-57.6% | $73,497-48.4% |
| Participation rate | 99.6% | 55.0%+44.6pp | 68.0%+31.6pp | 70.7%+28.9pp |
| Annual return | 7.70% | 135.66%-128.0pp | 245.55%-237.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $4,184 | $1,438+191.0% | $2,587+61.7% | $2,270+84.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $259 | $444-41.7% | $4,884-94.7% | $513-49.5% |