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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,168 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,722 |
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 | $92,595 | $89,652+3.3% | $141,191-34.4% | $65,185+42.0% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.5%+15.0pp | 70.2%+27.3pp |
| Annual return | 25.88% | 32.79%-6.9pp | 71.41%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $3,602 | $3,065+17.5% | $4,736-23.9% | $2,177+65.5% |
| Participant deferral / active EE | $7,273 | $5,691+27.8% | $6,710+8.4% | $3,514+107.0% |
| Admin fee / account holder | $296 | $569-47.9% | $10,264-97.1% | $847-65.0% |