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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $16,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
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 | $30,773 | $57,352-46.3% | $83,831-63.3% | $64,173-52.0% |
| Participation rate | 75.7% | 68.6%+7.1pp | 76.1%-0.5pp | 69.6%+6.1pp |
| Annual return | -5.17% | 11.38%-16.5pp | 850.99%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,349 | $2,546+31.5% | $3,631-7.8% | $2,381+40.6% |
| Participant deferral / active EE | $3,245 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,479-99.8% | $4,887-99.8% |