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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,749 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,019 | $89,093+56.0% | $102,434+35.7% | $77,736+78.8% |
| Participation rate | 70.4% | 80.9%-10.5pp | 76.5%-6.1pp | 70.6%-0.2pp |
| Annual return | 14.27% | 25.03%-10.8pp | 29.46%-15.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,031 | $2,699-61.8% | $3,023-65.9% | $2,728-62.2% |
| Participant deferral / active EE | $3,501 | $5,147-32.0% | $5,055-30.7% | $4,651-24.7% |
| Admin fee / account holder | $133 | $236-43.5% | $9,462-98.6% | $433-69.3% |