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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 04-2647786 | Advisory (Plan) | $35,587 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,861 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,758 | $79,223-29.6% | $102,460-45.6% | $74,478-25.1% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 13.36% | 54.98%-41.6pp | 29.47%-16.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,402 | $2,363+1.6% | $3,025-20.6% | $2,626-8.5% |
| Participant deferral / active EE | $1,126 | $4,417-74.5% | $5,056-77.7% | $4,350-74.1% |
| Admin fee / account holder | $156 | $2,003-92.2% | $9,460-98.4% | $1,946-92.0% |