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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,022 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $19,276 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $14,023 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,182 | $80,005-46.0% | $140,019-69.2% | $55,725-22.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 10.86% | 0.46%+10.4pp | 651.15%-640.3pp | 244.93%-234.1pp |
| Employer contribution / active EE | $5,555 | $3,403+63.2% | $5,605-0.9% | $2,078+167.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $141 | $116+21.8% | $10,705-98.7% | $115+22.3% |