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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $13,415 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,526 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,829 | $80,983-24.9% | $96,544-37.0% | $75,177-19.1% |
| Participation rate | 94.1% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.9pp |
| Annual return | 16.76% | 27.05%-10.3pp | 25.88%-9.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,268 | $2,282-44.5% | $2,966-57.3% | $2,671-52.5% |
| Participant deferral / active EE | $4,598 | $3,929+17.0% | $4,851-5.2% | $4,126+11.4% |
| Admin fee / account holder | $258 | $6,717-96.2% | $8,254-96.9% | $5,651-95.4% |