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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 | Insurance Commissions | $11,505 |
Filed as: CBIZ MHM RETIREMENT PLAN SOLUTIONS Service code 13 | Contract Administrator | $8,496 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,800 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 53 · EIN 51-0120742 | Insurance Commissions | $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 | $76,533 | $57,976+32.0% | $63,018+21.4% | $62,293+22.9% |
| Participation rate | 84.3% | 75.9%+8.3pp | 74.8%+9.5pp | 69.5%+14.7pp |
| Annual return | 17.16% | 17.54%-0.4pp | 87.62%-70.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,374 | $2,415-1.7% | $2,761-14.0% | $2,042+16.3% |
| Participant deferral / active EE | $5,144 | $2,956+74.0% | $3,330+54.5% | $3,169+62.3% |
| Admin fee / account holder | $18 | $276-93.6% | $3,601-99.5% | $479-96.3% |