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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $94,145 |
PICKETT, CHANEY & MCMULLEN LLP3+ years Service code 10 · EIN 48-1246310 | Accounting | $7,250 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $630 |
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 | $145,241 | $155,795-6.8% | $136,298+6.6% | $69,631+108.6% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 18.52% | 232464.33%-232445.8pp | 5156.27%-5137.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $4,304 | $2,991+43.9% | $4,696-8.3% | $2,032+111.8% |
| Participant deferral / active EE | $7,534 | $5,394+39.7% | $6,247+20.6% | $3,224+133.7% |
| Admin fee / account holder | $211 | $128+64.7% | $9,244-97.7% | $110+91.2% |