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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $41,127 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,197 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $85,109 | $107,440-20.8% | $105,736-19.5% | $55,725+52.7% |
| Participation rate | 96.3% | 55.5%+40.8pp | 76.3%+20.0pp | 70.9%+25.4pp |
| Annual return | -3.73% | -0.59%-3.1pp | 6.27%-10.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,418 | $1,448+136.0% | $3,268+4.6% | $2,078+64.5% |
| Participant deferral / active EE | $5,634 | $2,171+159.5% | $4,080+38.1% | $3,356+67.9% |
| Admin fee / account holder | $167 | $283-41.0% | $6,913-97.6% | $115+45.1% |