Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $7,375 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,243 | $64,176+263.4% | $112,249+107.8% | $66,938+248.4% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.1%+24.3pp | 69.8%+29.5pp |
| Annual return | -0.13% | -13.80%+13.7pp | 27.48%-27.6pp | 1.58%-1.7pp |
| Employer contribution / active EE | $13,158 | $3,007+337.6% | $3,636+261.9% | $2,545+417.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $46 | $626-92.7% | $6,412-99.3% | $594-92.3% |