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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $11,660 |
UBS FINANCIAL SERVICES INC3+ 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 | $72,407 | $68,544+5.6% | $115,752-37.4% | $69,634+4.0% |
| Participation rate | 97.6% | 74.0%+23.6pp | 77.8%+19.8pp | 70.7%+26.9pp |
| Annual return | 25.69% | 20.97%+4.7pp | 19.41%+6.3pp | 27572.26%-27546.6pp |
| Employer contribution / active EE | $7,919 | $2,400+230.0% | $3,492+126.8% | $2,032+289.7% |
| Participant deferral / active EE | $8,780 | $3,887+125.9% | $5,204+68.7% | $3,224+172.3% |
| Admin fee / account holder | $58 | $90-35.7% | $6,278-99.1% | $110-47.4% |