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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $182,782 |
UBS FINANCIAL SERVICES INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $94,576 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,946 | $107,415-66.5% | $135,974-73.6% | $80,157-55.2% |
| Participation rate | 93.9% | 78.0%+15.9pp | 81.9%+12.0pp | 72.9%+21.0pp |
| Annual return | 4.10% | 91.99%-87.9pp | 68.30%-64.2pp | 40.39%-36.3pp |
| Employer contribution / active EE | $2,288 | $3,878-41.0% | $4,859-52.9% | $2,977-23.2% |
| Participant deferral / active EE | $4,397 | $8,189-46.3% | $7,760-43.3% | $5,015-12.3% |
| Admin fee / account holder | $163 | $127+28.4% | $10,767-98.5% | $145+12.5% |