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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 |
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 | $191,016-77.6% | $152,301-71.9% | $89,670-52.2% |
| Participation rate | 94.4% | 77.3%+17.1pp | 82.4%+11.9pp | 71.2%+23.2pp |
| Annual return | 11.35% | 16.37%-5.0pp | 80.50%-69.1pp | 19.66%-8.3pp |
| Employer contribution / active EE | $2,588 | $7,400-65.0% | $4,624-44.0% | $4,041-36.0% |
| Participant deferral / active EE | $5,639 | $9,699-41.9% | $8,004-29.5% | $3,962+42.3% |
| Admin fee / account holder | $168 | $215-21.9% | $14,398-98.8% | $352-52.4% |