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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 | $60,393+164.1% | $81,820+94.9% | $74,429+114.3% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.4%+15.2pp | 67.2%+20.3pp |
| Annual return | 11.83% | 16.89%-5.1pp | 777.93%-766.1pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $4,906 | $2,626+86.8% | $2,915+68.3% | $2,625+86.9% |
| Participant deferral / active EE | $6,537 | $3,397+92.4% | $4,323+51.2% | $4,348+50.3% |
| Admin fee / account holder | $127 | $1,491-91.5% | $7,391-98.3% | $1,944-93.5% |