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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 65 · EIN 13-2638166 | Account Maintenance | $385 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 49 · EIN 94-1737782 | Other Services | $133 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,947 | $50,464+72.3% | $75,784+14.7% | $52,331+66.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.45% | 1.03%-0.6pp | 9.68%-9.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $4,106 | $1,988+106.5% | $3,323+23.5% | $1,882+118.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $1,103-99.8% | $5,300-100.0% | $592-99.6% |