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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 15 PO BOX 198928 · NASHVILLE, TN 37238 | Recordkeeping | $23,110 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,104 |
Employer contribution per participant 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 | $61,116 | $91,474-33.2% | $135,982-55.1% | $71,529-14.6% |
| Participation rate | 96.5% | 75.7%+20.9pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 16.40% | 29.89%-13.5pp | 68.32%-51.9pp | 28.97%-12.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,384 | $7,095-24.1% | $7,760-30.6% | $4,291+25.5% |
| Admin fee / account holder | $216 | $1,267-83.0% | $10,767-98.0% | $1,588-86.4% |