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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,059 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,482 | $60,504+163.6% | $81,882+94.8% | $74,478+114.1% |
| Participation rate | 87.6% | 62.9%+24.6pp | 72.4%+15.2pp | 67.2%+20.3pp |
| Annual return | 11.83% | 16.91%-5.1pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,906 | $2,627+86.8% | $2,916+68.3% | $2,626+86.8% |
| Participant deferral / active EE | $6,537 | $3,400+92.3% | $4,323+51.2% | $4,350+50.3% |
| Admin fee / account holder | $127 | $1,492-91.5% | $7,360-98.3% | $1,946-93.5% |