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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $42,540 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,736 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,945 | $129,227-55.9% | $184,260-69.1% | $77,736-26.7% |
| Participation rate | 93.7% | 87.4%+6.4pp | 86.8%+6.9pp | 70.6%+23.1pp |
| Annual return | 29.64% | 33.24%-3.6pp | 28.84%+0.8pp | 31.26%-1.6pp |
| Employer contribution / active EE | $1,686 | $4,412-61.8% | $6,427-73.8% | $2,728-38.2% |
| Participant deferral / active EE | $7,146 | $7,307-2.2% | $9,133-21.8% | $4,651+53.6% |
| Admin fee / account holder | $165 | $256-35.4% | $13,898-98.8% | $433-61.9% |