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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 15 · EIN 13-2638166 | Recordkeeping | $31,891 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,310 |
CROSSLIN PLLC2 years Filed as: CROSSLIN CPA Service code 15 · EIN 27-5360847 | Recordkeeping | $8,000 |
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 | $64,651 | $52,961+22.1% | $172,752-62.6% | $65,185-0.8% |
| Participation rate | 93.4% | 66.2%+27.2pp | 82.6%+10.8pp | 70.2%+23.2pp |
| Annual return | 23.05% | 30.12%-7.1pp | 802.97%-779.9pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,452 | $2,190+103.3% | $5,144-13.5% | $2,177+104.5% |
| Participant deferral / active EE | $3,059 | $2,471+23.8% | $5,198-41.1% | $3,514-12.9% |
| Admin fee / account holder | $180 | $472-61.8% | $13,955-98.7% | $847-78.7% |