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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,749 | $56,544-31.5% | $75,501-48.7% | $70,124-44.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 4.81% | 23.59%-18.8pp | 27.35%-22.5pp | 73.14%-68.3pp |
| Employer contribution / active EE | $3,261 | $1,817+79.5% | $2,352+38.7% | $2,342+39.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $92 | $3,827-97.6% | $5,801-98.4% | $4,645-98.0% |