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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $6,893 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0114007 | Contract Administrator | $2,535 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,886 | $93,598-68.1% | $135,974-78.0% | $75,173-60.2% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 20.94% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,902 | $3,538-46.2% | $4,859-60.9% | $2,671-28.8% |
| Participant deferral / active EE | $3,188 | $6,405-50.2% | $7,760-58.9% | $4,126-22.7% |
| Admin fee / account holder | $53 | $6,978-99.2% | $10,767-99.5% | $5,651-99.1% |