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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $79,763 |
Filed as: MERRILL LYNCH Service code 99 · EIN 13-5674085 | Other Fees | $8,810 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BLVD FL 6 · WEEHAWKEN, NJ 07086 | Other Commissions | $5,732 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,644 | $37,196+36.2% | $154,111-67.1% | $55,725-9.1% |
| Participation rate | 88.8% | 64.1%+24.7pp | 83.0%+5.8pp | 70.9%+18.0pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.18%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $961 | $1,614-40.5% | $5,298-81.9% | $2,078-53.8% |
| Participant deferral / active EE | $3,649 | $2,068+76.4% | $5,081-28.2% | $3,356+8.8% |
| Admin fee / account holder | $218 | $102+114.8% | $13,411-98.4% | $115+89.5% |