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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,880 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,882 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $7,055 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,937 | $101,499-47.8% | $147,005-64.0% | $74,546-29.0% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 15.16% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,437 | $3,811-36.0% | $4,934-50.6% | $2,624-7.1% |
| Participant deferral / active EE | $12,223 | $7,304+67.3% | $8,070+51.5% | $4,347+181.2% |
| Admin fee / account holder | $205 | $1,748-88.3% | $13,006-98.4% | $1,944-89.5% |