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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $24,090 |
UBS FINANCIAL SERVICES INC5+ 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 | $79,988 | $127,218-37.1% | $392,568-79.6% | $77,775+2.8% |
| Participation rate | 96.0% | 82.0%+14.0pp | 78.1%+18.0pp | 73.2%+22.8pp |
| Annual return | 25.92% | 25.27%+0.6pp | 24.42%+1.5pp | 32.58%-6.7pp |
| Employer contribution / active EE | $7,130 | $3,064+132.7% | $3,783+88.5% | $2,504+184.7% |
| Participant deferral / active EE | $8,232 | $4,820+70.8% | $5,985+37.5% | $3,966+107.6% |
| Admin fee / account holder | $178 | $89+99.5% | $6,260-97.2% | $100+77.4% |