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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,972 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,845 |
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 | $53,454 | $73,102-26.9% | $123,552-56.7% | $56,287-5.0% |
| Participation rate | 93.7% | 74.3%+19.4pp | 82.3%+11.4pp | 69.9%+23.8pp |
| Annual return | -5.37% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,424 | $2,977-52.2% | $4,628-69.2% | $2,111-32.6% |
| Participant deferral / active EE | $7,463 | $5,423+37.6% | $6,426+16.1% | $3,350+122.8% |
| Admin fee / account holder | $209 | $554-62.3% | $9,285-97.8% | $521-60.0% |