Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $67,669 |
UBS FINANCIAL SERVICES INC5 years Service code 99 · EIN 13-2638166 | Other Fees | $38,189 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,688 | $79,519-61.4% | $95,960-68.0% | $73,412-58.2% |
| Participation rate | 95.8% | 81.2%+14.6pp | 77.1%+18.7pp | 72.2%+23.6pp |
| Annual return | 19.87% | 19.20%+0.7pp | 91.63%-71.8pp | 59.30%-39.4pp |
| Employer contribution / active EE | $2,014 | $2,048-1.6% | $2,541-20.7% | $2,234-9.8% |
| Participant deferral / active EE | $3,502 | $4,138-15.4% | $4,167-16.0% | $3,806-8.0% |
| Admin fee / account holder | $109 | $184-40.6% | $6,797-98.4% | $158-30.7% |