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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 | $60,261+164.7% | $81,783+95.0% | $74,546+113.9% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.4%+15.2pp | 67.2%+20.4pp |
| Annual return | 11.83% | 16.88%-5.0pp | 775.05%-763.2pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $4,906 | $2,622+87.2% | $2,913+68.5% | $2,624+87.0% |
| Participant deferral / active EE | $6,537 | $3,388+93.0% | $4,320+51.3% | $4,347+50.4% |
| Admin fee / account holder | $127 | $1,482-91.4% | $7,380-98.3% | $1,944-93.5% |