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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,349 |
BOIVIN & ASSOCIATES5 years Service code 10 · EIN 27-1516157 | Accounting | $8,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,077 | $88,982+78.8% | $102,438+55.3% | $77,671+104.8% |
| Participation rate | 94.5% | 80.9%+13.6pp | 76.5%+18.0pp | 70.6%+23.9pp |
| Annual return | 15.08% | 25.01%-9.9pp | 29.37%-14.3pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,485 | $2,698+29.2% | $3,024+15.3% | $2,726+27.8% |
| Participant deferral / active EE | $12,968 | $5,144+152.1% | $5,054+156.6% | $4,648+179.0% |
| Admin fee / account holder | $105 | $236-55.4% | $9,448-98.9% | $430-75.6% |