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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $30,702 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,663 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $44,982 | $65,378-31.2% | $87,103-48.4% | $65,186-31.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.73% | 31.28%-11.5pp | 28.19%-8.5pp | 29.39%-9.7pp |
| Employer contribution / active EE | $1,825 | $1,823+0.1% | $2,521-27.6% | $2,177-16.2% |
| Participant deferral / active EE | $3,779 | $3,389+11.5% | $4,049-6.7% | $3,514+7.5% |
| Admin fee / account holder | $146 | $520-71.8% | $7,491-98.0% | $847-82.7% |