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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,417 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,139 | $106,247-11.4% | $147,096-36.0% | $77,714+21.1% |
| Participation rate | 95.1% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 16.46% | 56.87%-40.4pp | 419.75%-403.3pp | 31.26%-14.8pp |
| Employer contribution / active EE | $3,637 | $4,069-10.6% | $4,936-26.3% | $2,727+33.4% |
| Participant deferral / active EE | $9,442 | $7,996+18.1% | $8,071+17.0% | $4,649+103.1% |
| Admin fee / account holder | $237 | $338-30.0% | $13,005-98.2% | $433-45.4% |