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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $93,393 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,135 |
BARLEY MCNAMARA WILD1 year Filed as: BARLEY MCNARMARA WILD Service code 10 1300 N. WESTSHORE BLVD STE 205 · TAMPA, FL 33607 | Accounting | $5,000 |
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 | $120,977 | $65,592+84.4% | $90,161+34.2% | $69,631+73.7% |
| Participation rate | 94.6% | 77.6%+16.9pp | 76.9%+17.7pp | 70.7%+23.9pp |
| Annual return | 19.57% | 57.10%-37.5pp | 34.89%-15.3pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $2,413 | $2,193+10.0% | $3,318-27.3% | $2,032+18.7% |
| Participant deferral / active EE | $8,990 | $5,257+71.0% | $5,287+70.0% | $3,224+178.9% |
| Admin fee / account holder | $90 | $86+4.5% | $5,943-98.5% | $110-18.9% |