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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,759 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,666 | $53,204+53.5% | $155,556-47.5% | $200,096-59.2% |
| Participation rate | 85.6% | 64.1%+21.5pp | 78.2%+7.4pp | 72.0%+13.6pp |
| Annual return | 12.58% | 41.02%-28.4pp | 64.84%-52.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $1,455 | $1,850-21.4% | $4,675-68.9% | $3,038-52.1% |
| Participant deferral / active EE | $3,565 | $3,163+12.7% | $5,631-36.7% | $5,090-30.0% |
| Admin fee / account holder | $99 | $186-46.7% | $15,885-99.4% | $269-63.2% |