Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $24,239 |
INSERO & CO. CPAS, LLP1+ years Filed as: INSERO & COMPANY, CPA, P.C. Service code 10 · EIN 16-1016457 | Accounting | $8,850 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,536 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $27,595 | $62,324-55.7% | $68,509-59.7% | $55,191-50.0% |
| Participation rate | 89.4% | 78.9%+10.5pp | 74.7%+14.7pp | 69.2%+20.2pp |
| Annual return | -0.54% | 4.26%-4.8pp | 8.27%-8.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,384 | $3,425-30.4% | $3,382-29.5% | $3,046-21.7% |
| Admin fee / account holder | $111 | $91+21.1% | $5,275-97.9% | $91+21.9% |