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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $90,108 |
UBS FINANCIAL SERVICES INC2 years Service code 19 ED CASEY TREASURY DEPT · WEEHAUKEN, NJ 07087 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,722 | $55,453-68.0% | $170,435-89.6% | $62,293-71.6% |
| Participation rate | 81.5% | 66.4%+15.1pp | 83.6%-2.1pp | 69.5%+12.0pp |
| Annual return | 13.71% | 21.38%-7.7pp | 205.94%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,105 | $2,164-48.9% | $5,432-79.7% | $2,042-45.9% |
| Participant deferral / active EE | $1,797 | $2,303-22.0% | $4,939-63.6% | $3,169-43.3% |
| Admin fee / account holder | $260 | $455-42.8% | $13,881-98.1% | $479-45.7% |