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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 55 · EIN 13-2638166 | Other Commissions | $29,783 |
BOWERS & COMPANY CPAS PLLC5 years Filed as: BOWERS & COMPANY Service code 10 · EIN 20-1317788 | Accounting | $10,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,761 | $55,470+126.7% | $155,556-19.2% | $74,478+68.9% |
| Participation rate | 78.5% | 61.9%+16.6pp | 78.2%+0.3pp | 67.2%+11.3pp |
| Annual return | 14.73% | 269.80%-255.1pp | 64.84%-50.1pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $4,420 | $2,267+95.0% | $4,675-5.5% | $2,626+68.3% |
| Participant deferral / active EE | $6,150 | $2,838+116.7% | $5,631+9.2% | $4,350+41.4% |
| Admin fee / account holder | $110 | $1,744-93.7% | $15,885-99.3% | $1,946-94.3% |