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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $89,959 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $78,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,928 | $89,282+103.8% | $94,679+92.2% | $74,440+144.4% |
| Participation rate | 96.2% | 82.4%+13.7pp | 80.8%+15.3pp | 70.7%+25.4pp |
| Annual return | 18.30% | 25.96%-7.7pp | 156.75%-138.4pp | 34.37%-16.1pp |
| Employer contribution / active EE | $4,511 | $3,022+49.3% | $3,673+22.8% | $2,638+71.0% |
| Participant deferral / active EE | $12,933 | $8,425+53.5% | $7,417+74.4% | $4,529+185.6% |
| Admin fee / account holder | $182 | $219-16.8% | $7,233-97.5% | $348-47.7% |