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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,705 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,742 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,210 | $82,163-23.1% | $125,363-49.6% | $64,814-2.5% |
| Participation rate | 94.2% | 77.9%+16.3pp | 82.4%+11.9pp | 71.5%+22.8pp |
| Annual return | -16.22% | 3.49%-19.7pp | 572.15%-588.4pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,733 | $3,616-24.4% | $4,815-43.2% | $2,507+9.0% |
| Participant deferral / active EE | $6,925 | $7,175-3.5% | $7,447-7.0% | $4,310+60.7% |
| Admin fee / account holder | $176 | $163+8.1% | $10,005-98.2% | $188-6.1% |