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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,129 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,646 | $79,045+8.4% | $100,378-14.7% | $74,429+15.1% |
| Participation rate | 94.5% | 79.4%+15.1pp | 81.5%+13.0pp | 67.2%+27.3pp |
| Annual return | 15.89% | 20.61%-4.7pp | 49.41%-33.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $4,348 | $3,015+44.2% | $3,942+10.3% | $2,625+65.6% |
| Participant deferral / active EE | $12,141 | $7,751+56.6% | $8,087+50.1% | $4,348+179.2% |
| Admin fee / account holder | $224 | $1,335-83.2% | $7,899-97.2% | $1,944-88.5% |