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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 55 · EIN 13-2638166 | Other Commissions | $30,660 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,021 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,078 | $70,430+96.0% | $96,572+43.0% | $85,851+60.8% |
| Participation rate | 85.4% | 61.8%+23.6pp | 69.8%+15.6pp | 69.3%+16.1pp |
| Annual return | 11.58% | 18.58%-7.0pp | 37.79%-26.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $1,709 | $1,413+20.9% | $2,357-27.5% | $2,565-33.4% |
| Participant deferral / active EE | $3,666 | $2,894+26.6% | $3,850-4.8% | $3,952-7.3% |
| Admin fee / account holder | $68 | $4,996-98.6% | $6,183-98.9% | $6,261-98.9% |