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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,721 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,898 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,427 | $50,458+124.8% | $160,037-29.1% | $64,824+75.0% |
| Participation rate | 89.0% | 68.0%+21.0pp | 78.0%+11.0pp | 71.5%+17.6pp |
| Annual return | -23.57% | -13.42%-10.1pp | 408.95%-432.5pp | 32.84%-56.4pp |
| Employer contribution / active EE | $2,989 | $1,722+73.6% | $4,226-29.3% | $2,507+19.2% |
| Participant deferral / active EE | $8,219 | $4,004+105.3% | $6,184+32.9% | $4,311+90.6% |
| Admin fee / account holder | $142 | $706-79.8% | $8,716-98.4% | $188-24.2% |