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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-5674085 | Investment management fees paid direc... | $405,866 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $115,275 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,294 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 9.75% | 10.58%-0.8pp | 14.41%-4.7pp | 13.95%-4.2pp |
| Employer contribution / active EE | $57,603 | $37,352+54.2% | $45,283+27.2% | $16,598+247.1% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |