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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,166 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,079 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $86,341 | $80,177+7.7% | $123,894-30.3% | $57,658+49.7% |
| Participation rate | 81.9% | 74.4%+7.4pp | 81.4%+0.4pp | 70.2%+11.6pp |
| Annual return | 8.29% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $765 | $2,913-73.7% | $4,617-83.4% | $1,974-61.2% |
| Participant deferral / active EE | $9,425 | $5,130+83.7% | $5,984+57.5% | $3,061+208.0% |
| Admin fee / account holder | $153 | $106+43.6% | $8,357-98.2% | $95+61.4% |