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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $252,748 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,239 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC PAYMENT Service code 50 · EIN 13-2638166 | Direct Payment | $5,082 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,193 | $67,512-40.5% | $185,854-78.4% | $93,010-56.8% |
| Participation rate | 88.9% | 67.1%+21.8pp | 81.7%+7.2pp | 73.9%+15.0pp |
| Annual return | 16.44% | 21.04%-4.6pp | 122.12%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $464 | $1,783-74.0% | $5,169-91.0% | $2,705-82.9% |
| Participant deferral / active EE | $3,941 | $3,035+29.8% | $5,569-29.2% | $4,561-13.6% |
| Admin fee / account holder | $50 | $318-84.4% | $16,246-99.7% | $152-67.3% |