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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $58,968 |
UBS FINANCIAL SERVICES INC7 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $32,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,694 | $61,356+39.7% | $149,696-42.8% | $71,511+19.8% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 18.61% | 35.86%-17.3pp | 134.46%-115.8pp | 28.86%-10.2pp |
| Employer contribution / active EE | $5,366 | $2,382+125.3% | $4,821+11.3% | $2,589+107.2% |
| Participant deferral / active EE | $3,947 | $2,920+35.2% | $5,682-30.5% | $4,291-8.0% |
| Admin fee / account holder | $118 | $1,263-90.6% | $13,212-99.1% | $1,588-92.6% |