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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,597 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,377 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,759 | $99,957-32.2% | $149,730-54.7% | $73,493-7.8% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 15.15% | 53.87%-38.7pp | 276.70%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $570 | $3,191-82.1% | $4,645-87.7% | $2,270-74.9% |
| Participant deferral / active EE | $6,569 | $6,073+8.2% | $6,843-4.0% | $3,740+75.6% |
| Admin fee / account holder | $202 | $551-63.3% | $9,310-97.8% | $513-60.6% |