Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,192 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,015 |
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 | $44,826 | $56,095-20.1% | $178,503-74.9% | $90,274-50.3% |
| Participation rate | 97.0% | 65.6%+31.4pp | 81.9%+15.1pp | 73.4%+23.6pp |
| Annual return | 16.52% | 28.81%-12.3pp | 151.12%-134.6pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,558 | $1,572-0.9% | $5,011-68.9% | $2,523-38.2% |
| Participant deferral / active EE | $3,462 | $2,669+29.7% | $5,202-33.5% | $4,231-18.2% |
| Admin fee / account holder | $86 | $101-14.2% | $13,987-99.4% | $114-24.3% |