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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,873 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,357 | $65,376-3.1% | $87,100-27.3% | $65,185-2.8% |
| Participation rate | 92.5% | 75.3%+17.2pp | 76.9%+15.7pp | 70.2%+22.3pp |
| Annual return | 4.71% | 31.27%-26.6pp | 28.19%-23.5pp | 29.38%-24.7pp |
| Employer contribution / active EE | $1,467 | $1,822-19.5% | $2,521-41.8% | $2,177-32.6% |
| Participant deferral / active EE | $2,414 | $3,388-28.7% | $4,049-40.4% | $3,514-31.3% |
| Admin fee / account holder | $171 | $520-67.1% | $7,497-97.7% | $847-79.8% |