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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,668 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,199 |
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 | $43,511 | $75,183-42.1% | $123,894-64.9% | $55,167-21.1% |
| Participation rate | 93.4% | 72.8%+20.6pp | 81.4%+12.0pp | 69.0%+24.5pp |
| Annual return | 9.61% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,390 | $2,823-50.8% | $4,617-69.9% | $1,963-29.2% |
| Participant deferral / active EE | $6,910 | $5,084+35.9% | $5,984+15.5% | $3,054+126.2% |
| Admin fee / account holder | $167 | $663-74.8% | $8,357-98.0% | $504-66.9% |