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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $19,550 |
UBS FINANCIAL SERVICES INC4+ 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 | $61,974 | $64,286-3.6% | $106,387-41.7% | $55,727+11.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 77.5%+18.5pp | 70.9%+25.1pp |
| Annual return | -3.38% | 0.84%-4.2pp | 0.25%-3.6pp | 244.94%-248.3pp |
| Employer contribution / active EE | $6,786 | $2,367+186.7% | $3,520+92.8% | $2,078+226.5% |
| Participant deferral / active EE | $7,470 | $4,158+79.7% | $5,421+37.8% | $3,356+122.6% |
| Admin fee / account holder | $62 | $102-39.5% | $7,510-99.2% | $115-46.3% |