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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $78,600 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $41,314 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $85,687 | $69,305+23.6% | $82,312+4.1% | $69,631+23.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 17.75% | 21.47%-3.7pp | 25.88%-8.1pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,072 | $1,887+9.8% | $2,428-14.7% | $2,032+2.0% |
| Participant deferral / active EE | $5,229 | $3,568+46.5% | $3,706+41.1% | $3,224+62.2% |
| Admin fee / account holder | $138 | $97+42.0% | $5,608-97.5% | $110+25.0% |