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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $61,263 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,325 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,259 | $39,245+23.0% | $64,105-24.7% | $52,331-7.8% |
| Participation rate | 91.6% | 58.2%+33.4pp | 68.2%+23.4pp | 68.1%+23.5pp |
| Annual return | -2.41% | 14.79%-17.2pp | 791.24%-793.7pp | 4.54%-7.0pp |
| Employer contribution / active EE | $2,225 | $736+202.3% | $1,820+22.3% | $1,882+18.3% |
| Participant deferral / active EE | $6,631 | $1,992+233.0% | $2,822+135.0% | $3,022+119.4% |
| Admin fee / account holder | $76 | $592-87.2% | $4,499-98.3% | $592-87.2% |