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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $17,500 |
Filed as: PLAN DESIGN CONSULTANTS, INC Service code 49 | Other Services | $5,547 |
Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,410 | $101,653-13.0% | $147,080-39.9% | $74,459+18.7% |
| Participation rate | 76.4% | 75.6%+0.8pp | 82.2%-5.8pp | 67.2%+9.2pp |
| Annual return | 14.01% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $702 | $3,813-81.6% | $4,933-85.8% | $2,626-73.3% |
| Participant deferral / active EE | $7,193 | $7,304-1.5% | $8,066-10.8% | $4,350+65.4% |
| Admin fee / account holder | $242 | $1,752-86.2% | $12,989-98.1% | $1,945-87.5% |