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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $47,370 |
Service code 10 · EIN 47-1793720 | Accounting | $13,831 |
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 | $13,362 | $106,236-87.4% | $112,249-88.1% | $64,819-79.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -6.44% | -6.02%-0.4pp | 27.48%-33.9pp | 32.84%-39.3pp |
| Employer contribution / active EE | $2,061 | $3,166-34.9% | $3,636-43.3% | $2,507-17.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $154 | $452-65.8% | $6,412-97.6% | $188-17.8% |