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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $564,712 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $256,104 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $104,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,334 | $114,842-38.8% | $159,495-55.9% | $101,555-30.7% |
| Participation rate | 94.4% | 71.6%+22.8pp | 82.8%+11.6pp | 74.5%+19.9pp |
| Annual return | 17.18% | 22.90%-5.7pp | 263.72%-246.5pp | 21.00%-3.8pp |
| Employer contribution / active EE | $2,414 | $3,203-24.6% | $4,831-50.0% | $2,972-18.8% |
| Participant deferral / active EE | $5,552 | $6,336-12.4% | $7,354-24.5% | $4,874+13.9% |
| Admin fee / account holder | $78 | $80-3.5% | $10,804-99.3% | $139-44.4% |