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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $122,238 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,855 |
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 | $186,157 | $56,152+231.5% | $185,861+0.2% | $73,412+153.6% |
| Participation rate | 94.4% | 67.6%+26.8pp | 78.0%+16.3pp | 72.2%+22.2pp |
| Annual return | 27.16% | 17.59%+9.6pp | 35.96%-8.8pp | 59.30%-32.1pp |
| Employer contribution / active EE | $5,980 | $1,532+290.4% | $4,088+46.3% | $2,234+167.7% |
| Participant deferral / active EE | $12,326 | $3,659+236.8% | $5,634+118.8% | $3,806+223.9% |
| Admin fee / account holder | $203 | $132+53.5% | $9,503-97.9% | $158+28.4% |