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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 070866761 | Consulting Fees | $20,120 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 P.O. BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $5,236 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNIT Service code 70 730 THIRD AVENUE · NEW YORK, NY 100173206 | Consulting Fees | $1,257 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $147 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,585 | $51,620-13.6% | $90,304-50.6% | $65,185-31.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.53% | 24.94%-3.4pp | 78.13%-56.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $763 | $2,235-65.9% | $2,855-73.3% | $2,177-65.0% |
| Participant deferral / active EE | $3,535 | $2,871+23.2% | $3,885-9.0% | $3,514+0.6% |
| Admin fee / account holder | $114 | $384-70.4% | $5,354-97.9% | $847-86.6% |