Filed January 20, 2017
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $63,327 |
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $22,290 |
LT TRUST COMPANY4+ years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $90,456 | $75,388+20.0% | $123,553-26.8% | $55,725+62.3% |
| Participation rate | 80.3% | 75.7%+4.6pp | 82.3%-2.0pp | 70.9%+9.4pp |
| Annual return | 0.87% | 4.48%-3.6pp | 119.21%-118.3pp | 244.93%-244.1pp |
| Employer contribution / active EE | $4,002 | $3,063+30.7% | $4,628-13.5% | $2,078+92.6% |
| Participant deferral / active EE | $5,710 | $5,651+1.0% | $6,426-11.1% | $3,356+70.2% |
| Admin fee / account holder | $165 | $120+38.1% | $9,284-98.2% | $115+43.6% |