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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $39,632 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $217 |
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 | $84,663 | $64,909+30.4% | $82,313+2.9% | $62,293+35.9% |
| Participation rate | 97.2% | 74.9%+22.4pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 16.90% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $4,106 | $1,676+145.0% | $2,428+69.1% | $2,042+101.0% |
| Participant deferral / active EE | $4,517 | $3,103+45.5% | $3,706+21.9% | $3,169+42.5% |
| Admin fee / account holder | $237 | $440-46.1% | $5,608-95.8% | $479-50.5% |