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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $127,081 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,115 |
PICKETT, CHANEY & MCMULLEN LLP5+ years Service code 10 · EIN 48-1246310 | Accounting | $7,650 |
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 | $135,244 | $88,122+53.5% | $141,197-4.2% | $67,582+100.1% |
| Participation rate | 99.9% | 76.5%+23.4pp | 82.5%+17.4pp | 71.3%+28.6pp |
| Annual return | 23.89% | 75.40%-51.5pp | 71.41%-47.5pp | 378.57%-354.7pp |
| Employer contribution / active EE | $3,425 | $3,224+6.2% | $4,736-27.7% | $2,148+59.4% |
| Participant deferral / active EE | $7,860 | $5,958+31.9% | $6,710+17.1% | $3,539+122.1% |
| Admin fee / account holder | $238 | $131+82.0% | $10,265-97.7% | $142+67.4% |