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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $16,665 |
Filed as: VOYA RET. INS. AND ANNUITY COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,964 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,671 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $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 | $31,319 | $47,977-34.7% | $154,108-79.7% | $56,289-44.4% |
| Participation rate | 83.8% | 66.2%+17.6pp | 83.0%+0.7pp | 69.9%+13.9pp |
| Annual return | -5.59% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,658 | $2,169-23.6% | $5,298-68.7% | $2,111-21.5% |
| Participant deferral / active EE | $2,720 | $2,392+13.7% | $5,081-46.5% | $3,350-18.8% |
| Admin fee / account holder | $38 | $438-91.3% | $13,411-99.7% | $521-92.7% |