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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,752 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $953 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,277 | $26,549+47.9% | $61,452-36.1% | $66,938-41.3% |
| Participation rate | 80.1% | 38.1%+42.0pp | 52.6%+27.6pp | 69.8%+10.3pp |
| Annual return | -19.35% | -16.21%-3.1pp | 338.96%-358.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $157 | $651-75.9% | $1,160-86.5% | $2,545-93.8% |
| Participant deferral / active EE | $2,567 | $1,338+91.8% | $2,125+20.8% | $4,238-39.4% |
| Admin fee / account holder | $114 | $409-72.1% | $2,131-94.7% | $594-80.8% |