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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $6,220 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0114007 | Contract Administrator | $2,083 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,132 | $82,674-70.8% | $125,381-80.8% | $68,486-64.8% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -15.96% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,884 | $3,382-44.3% | $4,815-60.9% | $2,597-27.4% |
| Participant deferral / active EE | $2,937 | $6,111-51.9% | $7,448-60.6% | $4,028-27.1% |
| Admin fee / account holder | $48 | $6,277-99.2% | $10,007-99.5% | $5,404-99.1% |