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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Participants) | $25,655 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,816 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,216 | $101,591-38.8% | $147,096-57.7% | $74,429-16.4% |
| Participation rate | 96.3% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 12.41% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,251 | $7,302-14.4% | $8,071-22.5% | $4,348+43.8% |
| Admin fee / account holder | $240 | $1,750-86.3% | $13,005-98.2% | $1,944-87.7% |