Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 | Advisory (Plan) | $12,897 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,098 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,098 |
Filed as: USB FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $1,989 |
ASCENSUS LLC6+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $889 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS Service code 13 | Contract Administrator | $181 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, INC. Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,117 | $95,383-77.9% | $185,837-88.6% | $85,856-75.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.42% | 23.59%-4.2pp | 122.08%-102.7pp | 318.58%-299.2pp |
| Employer contribution / active EE | $1,031 | $3,313-68.9% | $5,168-80.0% | $2,565-59.8% |
| Participant deferral / active EE | $2,502 | $3,423-26.9% | $5,568-55.1% | $3,952-36.7% |
| Admin fee / account holder | $104 | $7,213-98.6% | $16,241-99.4% | $6,261-98.3% |