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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,594 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,994 | $106,264+10.1% | $147,117-20.5% | $77,762+50.5% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 14.20% | 56.94%-42.7pp | 420.54%-406.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $3,616 | $4,074-11.2% | $4,932-26.7% | $2,728+32.5% |
| Participant deferral / active EE | $8,155 | $8,003+1.9% | $8,065+1.1% | $4,651+75.4% |
| Admin fee / account holder | $297 | $334-11.1% | $12,993-97.7% | $433-31.4% |