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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $14,553 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,878 |
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 | $59,184 | $86,298-31.4% | $111,308-46.8% | $85,847-31.1% |
| Participation rate | 88.2% | 73.3%+14.8pp | 77.3%+10.8pp | 69.3%+18.8pp |
| Annual return | 11.26% | 19.99%-8.7pp | 54.67%-43.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $1,098 | $2,044-46.3% | $2,732-59.8% | $2,565-57.2% |
| Participant deferral / active EE | $4,048 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $238 | $8,189-97.1% | $7,965-97.0% | $6,261-96.2% |