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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,917 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 10 · EIN 13-2638166 | Accounting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,013 |
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 | $71,892 | $63,905+12.5% | $74,184-3.1% | $57,658+24.7% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.6%+17.8pp | 70.2%+24.2pp |
| Annual return | 7.18% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,392 | $1,840+84.3% | $2,370+43.1% | $1,974+71.9% |
| Participant deferral / active EE | $7,666 | $3,448+122.3% | $3,550+115.9% | $3,061+150.5% |
| Admin fee / account holder | $83 | $91-8.7% | $5,586-98.5% | $95-12.1% |