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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 55 · EIN 13-2638166 | Other Commissions | $26,930 |
BOWERS & COMPANY CPAS PLLC4 years Filed as: BOWERS & COMPANY Service code 10 · EIN 20-1317788 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,161 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,478 | $61,391+86.5% | $149,723-23.5% | $71,529+60.0% |
| Participation rate | 89.1% | 62.5%+26.6pp | 78.8%+10.3pp | 67.9%+21.1pp |
| Annual return | 17.62% | 35.88%-18.3pp | 134.50%-116.9pp | 28.97%-11.3pp |
| Employer contribution / active EE | $5,655 | $2,384+137.3% | $4,821+17.3% | $2,590+118.4% |
| Participant deferral / active EE | $6,206 | $2,921+112.5% | $5,682+9.2% | $4,291+44.6% |
| Admin fee / account holder | $104 | $1,264-91.8% | $13,215-99.2% | $1,588-93.4% |