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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,271 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,367 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,539 | $73,397+56.1% | $178,014-35.7% | $74,546+53.6% |
| Participation rate | 98.0% | 66.6%+31.4pp | 77.1%+20.9pp | 67.2%+30.7pp |
| Annual return | 11.87% | 17.49%-5.6pp | 294.80%-282.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $4,018 | $2,217+81.2% | $3,950+1.7% | $2,624+53.1% |
| Participant deferral / active EE | $9,694 | $4,512+114.8% | $6,276+54.5% | $4,347+123.0% |
| Admin fee / account holder | $53 | $1,809-97.1% | $10,362-99.5% | $1,944-97.3% |