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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 | $73,459+55.9% | $178,528-35.8% | $74,429+53.9% |
| Participation rate | 98.0% | 66.5%+31.4pp | 77.1%+20.9pp | 67.2%+30.7pp |
| Annual return | 11.87% | 17.50%-5.6pp | 27.11%-15.2pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $4,018 | $2,219+81.1% | $3,950+1.7% | $2,625+53.1% |
| Participant deferral / active EE | $9,694 | $4,515+114.7% | $6,278+54.4% | $4,348+122.9% |
| Admin fee / account holder | $53 | $1,812-97.1% | $10,419-99.5% | $1,944-97.3% |