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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,857 | $150,541-71.5% | $145,433-70.5% | $103,975-58.8% |
| Participation rate | 94.4% | 81.1%+13.3pp | 82.1%+12.3pp | 72.5%+21.9pp |
| Annual return | 11.35% | 20.73%-9.4pp | 66.58%-55.2pp | 19.41%-8.1pp |
| Employer contribution / active EE | $2,588 | $5,177-50.0% | $4,554-43.2% | $3,722-30.5% |
| Participant deferral / active EE | $5,639 | $9,456-40.4% | $7,897-28.6% | $5,343+5.5% |
| Admin fee / account holder | $168 | $165+1.7% | $13,129-98.7% | $332-49.6% |