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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 55 · EIN 13-2638166 | Other Commissions | $28,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,548 |
BOWERS & COMPANY CPAS PLLC2 years Filed as: BOWERS & COMPANY Service code 10 · EIN 20-1317788 | Accounting | $8,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,014 | $61,166+99.5% | $185,849-34.3% | $79,391+53.7% |
| Participation rate | 93.9% | 66.6%+27.2pp | 81.7%+12.2pp | 70.7%+23.1pp |
| Annual return | 16.08% | 19.45%-3.4pp | 122.10%-106.0pp | 116.88%-100.8pp |
| Employer contribution / active EE | $5,211 | $2,321+124.5% | $5,169+0.8% | $2,428+114.7% |
| Participant deferral / active EE | $6,667 | $2,789+139.1% | $5,569+19.7% | $4,046+64.8% |
| Admin fee / account holder | $120 | $710-83.2% | $16,244-99.3% | $627-80.9% |