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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) | $70,428 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,485 |
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 | $92,368 | $80,177+15.2% | $123,894-25.4% | $57,658+60.2% |
| Participation rate | 96.5% | 74.4%+22.0pp | 81.4%+15.1pp | 70.2%+26.2pp |
| Annual return | 7.93% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $4,943 | $2,913+69.7% | $4,617+7.1% | $1,974+150.4% |
| Participant deferral / active EE | $5,982 | $5,130+16.6% | $5,9840% | $3,061+95.5% |
| Admin fee / account holder | $246 | $106+131.7% | $8,357-97.1% | $95+160.6% |