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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,895 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $67,507 | $57,435+17.5% | $105,218-35.8% | $55,191+22.3% |
| Participation rate | 96.0% | 71.3%+24.6pp | 77.2%+18.8pp | 69.2%+26.8pp |
| Annual return | 2.67% | 2.97%-0.3pp | 5.33%-2.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $7,925 | $1,920+312.9% | $3,255+143.5% | $1,899+317.4% |
| Participant deferral / active EE | $9,523 | $3,495+172.5% | $4,867+95.7% | $3,046+212.6% |
| Admin fee / account holder | $60 | $70-15.1% | $6,992-99.1% | $91-34.2% |