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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 55 · EIN 13-2638166 | Other Commissions | $27,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,451 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,023 | $65,125+56.7% | $143,797-29.1% | $66,949+52.4% |
| Participation rate | 86.7% | 65.2%+21.5pp | 80.3%+6.4pp | 69.8%+16.9pp |
| Annual return | -17.09% | -11.13%-6.0pp | -0.04%-17.0pp | 1.57%-18.7pp |
| Employer contribution / active EE | $6,071 | $2,362+157.0% | $4,952+22.6% | $2,545+138.5% |
| Participant deferral / active EE | $6,075 | $2,920+108.0% | $5,638+7.7% | $4,239+43.3% |
| Admin fee / account holder | $81 | $503-83.9% | $14,679-99.4% | $594-86.4% |