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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,488 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,647 |
ADP BROKER-DEALER9+ 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 | $44,582 | $27,800+60.4% | $58,544-23.8% | $71,495-37.6% |
| Participation rate | 80.9% | 34.6%+46.3pp | 50.9%+30.1pp | 67.9%+13.0pp |
| Annual return | 18.39% | 26.80%-8.4pp | 4249.56%-4231.2pp | 28.85%-10.5pp |
| Employer contribution / active EE | $156 | $632-75.3% | $1,053-85.2% | $2,589-94.0% |
| Participant deferral / active EE | $2,594 | $1,208+114.7% | $1,923+34.9% | $4,291-39.5% |
| Admin fee / account holder | $110 | $1,637-93.3% | $2,520-95.6% | $1,588-93.1% |