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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,504 |
Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $15,125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,728 | $69,362-18.2% | $101,248-44.0% | $73,488-22.8% |
| Participation rate | 92.2% | 68.4%+23.8pp | 75.8%+16.4pp | 70.7%+21.6pp |
| Annual return | -5.17% | 18.46%-23.6pp | 46.47%-51.6pp | 28.51%-33.7pp |
| Employer contribution / active EE | $4,787 | $2,628+82.1% | $3,660+30.8% | $2,270+110.9% |
| Participant deferral / active EE | $6,020 | $3,300+82.5% | $4,370+37.8% | $3,740+61.0% |
| Admin fee / account holder | $220 | $704-68.7% | $5,945-96.3% | $513-57.1% |