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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $36,968 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $31,460 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $8,843 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,922 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
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 | $69,959 | $72,770-3.9% | $67,652+3.4% | $55,191+26.8% |
| Participation rate | 96.8% | 78.8%+18.0pp | 75.7%+21.1pp | 69.2%+27.6pp |
| Annual return | 0.17% | -3.26%+3.4pp | 6625.40%-6625.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,885 | $1,769+6.6% | $2,266-16.8% | $1,899-0.7% |
| Participant deferral / active EE | $4,568 | $3,408+34.0% | $3,560+28.3% | $3,046+50.0% |
| Admin fee / account holder | $54 | $79-31.6% | $4,821-98.9% | $91-40.6% |