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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,942 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,274 | $91,424+15.1% | $135,942-22.6% | $71,495+47.2% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 17.03% | 29.90%-12.9pp | 68.28%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,757 | $3,704+1.4% | $4,858-22.6% | $2,589+45.1% |
| Participant deferral / active EE | $8,120 | $7,092+14.5% | $7,759+4.7% | $4,291+89.2% |
| Admin fee / account holder | $293 | $1,266-76.8% | $10,764-97.3% | $1,588-81.5% |