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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Other fees; Participant loan processi... | $18,100 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 8 ESSEX CENTER DRIVE · PEABODY, MA 019602911 | Advisory (Participants) | $4,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,905 | $47,456+43.1% | $172,752-60.7% | $77,775-12.7% |
| Participation rate | 93.7% | 66.3%+27.4pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 43.92% | 35.57%+8.3pp | 802.97%-759.1pp | 32.58%+11.3pp |
| Employer contribution / active EE | $4,212 | $1,574+167.6% | $5,144-18.1% | $2,504+68.2% |
| Participant deferral / active EE | $3,159 | $2,560+23.4% | $5,198-39.2% | $3,966-20.3% |
| Admin fee / account holder | $2 | $81-97.1% | $13,955-100.0% | $100-97.7% |