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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $108,869 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,148 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $33,355 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$146,350 |
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 | $55,267 | $86,791-36.3% | $115,038-52.0% | $59,188-6.6% |
| Participation rate | 94.0% | 72.8%+21.2pp | 81.4%+12.7pp | 69.4%+24.6pp |
| Annual return | 3.40% | 4.44%-1.0pp | 26.14%-22.7pp | 5.51%-2.1pp |
| Employer contribution / active EE | $1,455 | $2,950-50.7% | $4,608-68.4% | $2,098-30.6% |
| Participant deferral / active EE | $4,454 | $5,298-15.9% | $6,026-26.1% | $3,265+36.4% |
| Admin fee / account holder | $12 | $95-87.2% | $8,175-99.9% | $92-86.8% |