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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, FL 37238 | Advisory (Participants) | $33,893 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,115 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,612 | $59,402+42.4% | $93,654-9.7% | $74,546+13.5% |
| Participation rate | 90.7% | 59.7%+31.1pp | 68.7%+22.0pp | 67.2%+23.5pp |
| Annual return | 17.07% | 81.86%-64.8pp | 133.34%-116.3pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,915 | $1,265+51.4% | $2,421-20.9% | $2,624-27.0% |
| Participant deferral / active EE | $4,352 | $3,049+42.7% | $4,413-1.4% | $4,347+0.1% |
| Admin fee / account holder | $289 | $3,023-90.4% | $8,282-96.5% | $1,944-85.1% |