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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $38,913 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,914 | $83,369+19.8% | $105,223-5.0% | $67,986+47.0% |
| Participation rate | 71.3% | 56.3%+15.0pp | 75.0%-3.8pp | 57.2%+14.1pp |
| Annual return | 16.52% | 24.64%-8.1pp | 180.65%-164.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $797 | $2,541-68.6% | $3,689-78.4% | $2,019-60.5% |
| Participant deferral / active EE | $7,302 | $3,295+121.6% | $5,072+44.0% | $3,358+117.4% |
| Admin fee / account holder | $243 | $4,073-94.0% | $8,859-97.3% | $3,203-92.4% |