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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $26,683 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,000 |
NATIONAL FINANCIAL SERVICES6+ 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 | $52,171 | $73,638-29.2% | $95,964-45.6% | $73,497-29.0% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 13.29% | 16.78%-3.5pp | 91.64%-78.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,728 | $1,863-7.3% | $2,541-32.0% | $2,270-23.9% |
| Participant deferral / active EE | $3,514 | $3,617-2.8% | $4,167-15.7% | $3,740-6.0% |
| Admin fee / account holder | $138 | $482-71.5% | $6,797-98.0% | $513-73.2% |