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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $112,484 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $70,264 |
ASSURANCE DIMENSIONS3 years Service code 10 1300 NORTH WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $9,500 |
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 | $177,253 | $78,781+125.0% | $100,528+76.3% | $73,412+141.4% |
| Participation rate | 98.0% | 80.0%+17.9pp | 79.4%+18.5pp | 72.2%+25.8pp |
| Annual return | 16.10% | 31.69%-15.6pp | 30.90%-14.8pp | 59.30%-43.2pp |
| Employer contribution / active EE | $1,861 | $2,420-23.1% | $3,419-45.6% | $2,234-16.7% |
| Participant deferral / active EE | $11,313 | $6,537+73.1% | $6,271+80.4% | $3,806+197.3% |
| Admin fee / account holder | $187 | $145+28.8% | $8,084-97.7% | $158+18.6% |