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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,000 |
DAVIE KAPLAN3+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $12,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,750 |
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 | $99,475 | $71,666+38.8% | $117,861-15.6% | $69,631+42.9% |
| Participation rate | 83.5% | 77.5%+6.0pp | 79.7%+3.9pp | 70.7%+12.9pp |
| Annual return | 17.58% | 18.86%-1.3pp | 335.11%-317.5pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,429 | $1,889-24.4% | $3,786-62.3% | $2,032-29.7% |
| Participant deferral / active EE | $3,971 | $3,340+18.9% | $4,482-11.4% | $3,224+23.2% |
| Admin fee / account holder | $172 | $120+43.2% | $8,021-97.9% | $110+56.0% |