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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,937 |
RETIREMENT HORIZONS INC.3+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $24,058 |
HAM, LANGSTON & BREZINA, LLP3+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $11,080 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $240 |
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 | $34,216 | $35,485-3.6% | $74,551-54.1% | $55,725-38.6% |
| Participation rate | 96.4% | 62.5%+33.8pp | 69.1%+27.2pp | 70.9%+25.5pp |
| Annual return | -6.03% | 0.72%-6.7pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $377 | $777-51.5% | $1,961-80.8% | $2,078-81.9% |
| Participant deferral / active EE | $2,212 | $2,181+1.5% | $3,108-28.8% | $3,356-34.1% |
| Admin fee / account holder | $280 | $114+144.8% | $5,059-94.5% | $115+143.0% |