Filed November 21, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,507 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,657 |
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 | $53,738 | $52,507+2.3% | $129,406-58.5% | $74,478-27.8% |
| Participation rate | 94.3% | 53.9%+40.4pp | 69.6%+24.7pp | 67.2%+27.1pp |
| Annual return | 11.84% | 15.64%-3.8pp | 9468.18%-9456.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,258 | $1,534-18.0% | $4,155-69.7% | $2,626-52.1% |
| Participant deferral / active EE | $3,824 | $2,801+36.5% | $4,167-8.2% | $4,350-12.1% |
| Admin fee / account holder | $277 | $2,639-89.5% | $7,689-96.4% | $1,946-85.8% |