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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $138,463 |
SWERDLIN & COMPANY2+ years Service code 13 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Contract Administrator | $22,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,488 | $80,177+81.5% | $123,894+17.4% | $57,658+152.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 81.4%-10.0pp | 70.2%+1.2pp |
| Annual return | 9.61% | 17.90%-8.3pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,159 | $2,913-60.2% | $4,617-74.9% | $1,974-41.3% |
| Participant deferral / active EE | $6,079 | $5,130+18.5% | $5,984+1.6% | $3,061+98.6% |
| Admin fee / account holder | $275 | $106+158.3% | $8,357-96.7% | $95+190.5% |