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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 26-2235829 | Advisory (Participants) | $57,865 |
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $30,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,804 | $65,960+14.9% | $81,844-7.4% | $77,736-2.5% |
| Participation rate | 44.8% | 65.8%-21.0pp | 72.4%-27.6pp | 70.6%-25.8pp |
| Annual return | 13.54% | 26.64%-13.1pp | 778.87%-765.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $853 | $2,375-64.1% | $2,916-70.7% | $2,728-68.7% |
| Participant deferral / active EE | $2,976 | $3,505-15.1% | $4,323-31.2% | $4,651-36.0% |
| Admin fee / account holder | $198 | $526-62.4% | $7,355-97.3% | $433-54.3% |