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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 55 · EIN 13-2638166 | Other Commissions | $21,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,575 |
Filed as: BOWERS & COMPANY Service code 10 · EIN 20-1317788 | Accounting | $7,850 |
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 | $98,106 | $58,895+66.6% | $178,503-45.0% | $73,497+33.5% |
| Participation rate | 96.7% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+26.0pp |
| Annual return | 18.17% | 24.86%-6.7pp | 151.12%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $5,413 | $2,236+142.1% | $5,011+8.0% | $2,270+138.5% |
| Participant deferral / active EE | $6,266 | $2,567+144.1% | $5,202+20.4% | $3,740+67.5% |
| Admin fee / account holder | $125 | $400-68.7% | $13,987-99.1% | $513-75.6% |