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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,828 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,932 |
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 | $60,166 | $80,753-25.5% | $136,298-55.9% | $62,293-3.4% |
| Participation rate | 92.5% | 73.5%+19.0pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 18.17% | 35.83%-17.7pp | 5156.27%-5138.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,451 | $2,884-49.7% | $4,696-69.1% | $2,042-28.9% |
| Participant deferral / active EE | $7,458 | $5,164+44.4% | $6,247+19.4% | $3,169+135.3% |
| Admin fee / account holder | $207 | $525-60.5% | $9,244-97.8% | $479-56.7% |