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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $14,631 |
Filed as: MORGAN STANLEY Service code 27 733 BISHOP ST · HONOLULU, HI 96813 | Advisory (Plan) | $6,979 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $950 |
Service code 49 · EIN 26-4310632 | Other Services | $14 |
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 | $50,081 | $63,314-20.9% | $91,004-45.0% | $62,293-19.6% |
| Participation rate | 71.9% | 73.3%-1.4pp | 75.6%-3.7pp | 69.5%+2.4pp |
| Annual return | 19.12% | 21.00%-1.9pp | 4.60%+14.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,256 | $1,807-30.5% | $2,456-48.8% | $2,042-38.5% |
| Participant deferral / active EE | $2,274 | $2,944-22.7% | $3,548-35.9% | $3,169-28.2% |
| Admin fee / account holder | $144 | $468-69.2% | $5,417-97.3% | $479-69.9% |