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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,165 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $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 | $67,147 | $65,820+2.0% | $108,745-38.3% | $57,661+16.5% |
| Participation rate | 91.7% | 72.7%+19.0pp | 77.7%+14.0pp | 70.2%+21.5pp |
| Annual return | 22.44% | 21.32%+1.1pp | 46.22%-23.8pp | 5.13%+17.3pp |
| Employer contribution / active EE | $6,193 | $2,285+171.0% | $3,323+86.4% | $1,974+213.7% |
| Participant deferral / active EE | $7,261 | $3,578+103.0% | $5,121+41.8% | $3,061+137.2% |
| Admin fee / account holder | $50 | $91-45.0% | $6,144-99.2% | $95-47.0% |