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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $35,427 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $103,348 | $63,924+61.7% | $108,582-4.8% | $55,167+87.3% |
| Participation rate | 92.6% | 74.3%+18.3pp | 79.6%+13.1pp | 69.0%+23.6pp |
| Annual return | 10.74% | 15.31%-4.6pp | -51.70%+62.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $2,386 | $1,879+27.0% | $3,758-36.5% | $1,963+21.6% |
| Participant deferral / active EE | $7,552 | $3,067+146.2% | $4,311+75.2% | $3,054+147.3% |
| Admin fee / account holder | $201 | $618-67.4% | $7,645-97.4% | $504-60.1% |