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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $38,475 |
Service code 10 · EIN 47-1793720 | Accounting | $12,481 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,934 | $78,275-82.2% | $109,163-87.2% | $86,813-83.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 24.50% | 19.14%+5.4pp | 25.75%-1.3pp | 97.93%-73.4pp |
| Employer contribution / active EE | $2,240 | $3,105-27.9% | $3,723-39.8% | $2,406-6.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $177 | $198-11.0% | $6,754-97.4% | $170+4.1% |