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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $82,333 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,145 | $185,342-42.7% | $111,303-4.6% | $86,813+22.3% |
| Participation rate | 98.1% | 81.0%+17.1pp | 77.3%+20.7pp | 72.3%+25.8pp |
| Annual return | 13.07% | 500.80%-487.7pp | 54.66%-41.6pp | 97.93%-84.9pp |
| Employer contribution / active EE | $2,388 | $2,246+6.3% | $2,731-12.6% | $2,406-0.7% |
| Participant deferral / active EE | $6,701 | $4,458+50.3% | $4,487+49.3% | $4,131+62.2% |
| Admin fee / account holder | $135 | $255-47.1% | $7,966-98.3% | $170-20.3% |