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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $87,554 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Service code 10 · EIN 48-1246310 | Accounting | $6,850 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $1,605 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $126,280 | $80,177+57.5% | $123,894+1.9% | $57,658+119.0% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 11.50% | 17.90%-6.4pp | 47.52%-36.0pp | 5.13%+6.4pp |
| Employer contribution / active EE | $4,261 | $2,913+46.3% | $4,617-7.7% | $1,974+115.9% |
| Participant deferral / active EE | $7,416 | $5,130+44.5% | $5,984+23.9% | $3,061+142.3% |
| Admin fee / account holder | $136 | $106+27.8% | $8,357-98.4% | $95+43.7% |