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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $32,815 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,681 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $70,615 | $46,761+51.0% | $106,619-33.8% | $57,658+22.5% |
| Participation rate | 93.9% | 56.9%+37.1pp | 78.0%+15.9pp | 70.2%+23.7pp |
| Annual return | 6.61% | 15.77%-9.2pp | 9.42%-2.8pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,235 | $1,274+153.9% | $3,947-18.0% | $1,974+63.9% |
| Participant deferral / active EE | $5,006 | $1,954+156.2% | $3,930+27.4% | $3,061+63.6% |
| Admin fee / account holder | $111 | $97+14.9% | $6,418-98.3% | $95+17.6% |