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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $34,911 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,632 | $80,781+6.0% | $102,437-16.4% | $74,478+15.0% |
| Participation rate | 69.5% | 65.7%+3.9pp | 74.5%-5.0pp | 67.2%+2.3pp |
| Annual return | 24.90% | 27.58%-2.7pp | 24.95%-0.1pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $776 | $3,160-75.5% | $3,871-80.0% | $2,626-70.5% |
| Participant deferral / active EE | $6,139 | $3,862+59.0% | $5,060+21.3% | $4,350+41.1% |
| Admin fee / account holder | $209 | $2,372-91.2% | $8,388-97.5% | $1,946-89.2% |