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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 | $30,892 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,471 | $76,696-5.5% | $96,515-24.9% | $71,511+1.3% |
| Participation rate | 78.3% | 66.6%+11.7pp | 74.3%+3.9pp | 67.9%+10.3pp |
| Annual return | 4.56% | 48.32%-43.8pp | 35.73%-31.2pp | 28.86%-24.3pp |
| Employer contribution / active EE | $2,307 | $3,032-23.9% | $3,740-38.3% | $2,589-10.9% |
| Participant deferral / active EE | $6,286 | $3,770+66.7% | $4,880+28.8% | $4,291+46.5% |
| Admin fee / account holder | $189 | $2,030-90.7% | $6,735-97.2% | $1,588-88.1% |