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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,371 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,706 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,938 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,928 | $82,163+44.7% | $125,381-5.1% | $64,819+83.5% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -16.91% | 3.49%-20.4pp | 572.31%-589.2pp | 32.84%-49.8pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,928 | $7,175+10.5% | $7,448+6.4% | $4,311+83.9% |
| Admin fee / account holder | $240 | $163+46.8% | $10,007-97.6% | $188+27.5% |