Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $80,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,187 |
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 | $44,034 | $47,456-7.2% | $172,753-74.5% | $77,775-43.4% |
| Participation rate | 95.9% | 66.3%+29.7pp | 82.6%+13.3pp | 73.2%+22.7pp |
| Annual return | 23.49% | 35.57%-12.1pp | 803.00%-779.5pp | 32.58%-9.1pp |
| Employer contribution / active EE | $1,857 | $1,574+17.9% | $5,144-63.9% | $2,504-25.9% |
| Participant deferral / active EE | $3,247 | $2,560+26.9% | $5,198-37.5% | $3,966-18.1% |
| Admin fee / account holder | $87 | $81+7.1% | $13,956-99.4% | $100-13.5% |