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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $234,800 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,857 | $85,660-50.0% | $182,262-76.5% | $85,660-50.0% |
| Participation rate | 94.4% | 74.8%+19.6pp | 84.2%+10.2pp | 74.8%+19.6pp |
| Annual return | 11.35% | 19.52%-8.2pp | 140.60%-129.2pp | 19.52%-8.2pp |
| Employer contribution / active EE | $2,588 | $4,199-38.4% | $5,046-48.7% | $4,199-38.4% |
| Participant deferral / active EE | $5,639 | $3,518+60.3% | $8,276-31.9% | $3,518+60.3% |
| Admin fee / account holder | $168 | $224-25.2% | $16,712-99.0% | $224-25.2% |