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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $107,528 |
ASSURANCE DIMENSIONS1 year Service code 10 1300 NORTH WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $9,500 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,467 |
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 | $106,424 | $62,543+70.2% | $83,322+27.7% | $55,725+91.0% |
| Participation rate | 95.7% | 78.4%+17.3pp | 77.8%+18.0pp | 70.9%+24.9pp |
| Annual return | -3.64% | 14.85%-18.5pp | 10.64%-14.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $4,854 | $2,427+99.9% | $3,379+43.6% | $2,078+133.5% |
| Participant deferral / active EE | $10,916 | $5,682+92.1% | $5,565+96.2% | $3,356+225.3% |
| Admin fee / account holder | $93 | $103-10.1% | $7,540-98.8% | $115-19.5% |