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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $0 |
Filed as: UNITED BROKERAGE SERVICES, INC. Service code 22 · EIN 55-0742331 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,817 | $56,511+14.7% | $185,837-65.1% | $86,813-25.3% |
| Participation rate | 46.6% | 65.5%-18.9pp | 81.7%-35.1pp | 72.3%-25.7pp |
| Annual return | 16.32% | 118.12%-101.8pp | 122.08%-105.8pp | 97.93%-81.6pp |
| Employer contribution / active EE | $1,257 | $1,844-31.8% | $5,168-75.7% | $2,406-47.7% |
| Participant deferral / active EE | $2,484 | $2,554-2.7% | $5,568-55.4% | $4,131-39.9% |
| Admin fee / account holder | $9 | $150-93.9% | $16,241-99.9% | $170-94.7% |