Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $84,837 |
UBS FINANCIAL SERVICES INC7 years Service code 99 · EIN 13-2638166 | Other Fees | $45,673 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,746 | $72,303-49.2% | $86,691-57.6% | $64,814-43.3% |
| Participation rate | 97.9% | 80.4%+17.5pp | 76.6%+21.3pp | 71.5%+26.5pp |
| Annual return | -17.17% | 392.77%-409.9pp | 35.94%-53.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $3,500 | $2,393+46.3% | $2,837+23.4% | $2,507+39.6% |
| Participant deferral / active EE | $5,152 | $4,660+10.6% | $4,656+10.7% | $4,310+19.5% |
| Admin fee / account holder | $169 | $174-3.1% | $7,492-97.7% | $188-10.2% |