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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $36,696 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,536 |
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 | $65,680 | $104,497-37.1% | $159,487-58.8% | $79,389-17.3% |
| Participation rate | 97.5% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.8pp |
| Annual return | 11.71% | 67.98%-56.3pp | 263.71%-252.0pp | 116.89%-105.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,777 | $6,468-26.1% | $7,354-35.0% | $4,046+18.1% |
| Admin fee / account holder | $287 | $711-59.6% | $10,804-97.3% | $626-54.1% |