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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $20,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,530 |
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 | $62,014 | $88,122-29.6% | $141,191-56.1% | $67,579-8.2% |
| Participation rate | 96.8% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.6pp |
| Annual return | 23.70% | 75.40%-51.7pp | 71.41%-47.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,896 | $3,224+20.8% | $4,736-17.7% | $2,148+81.4% |
| Participant deferral / active EE | $10,347 | $5,958+73.7% | $6,710+54.2% | $3,539+192.3% |
| Admin fee / account holder | $24 | $131-82.0% | $10,264-99.8% | $142-83.5% |