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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,456 | $106,264+8.7% | $147,117-21.5% | $77,762+48.5% |
| Participation rate | 98.9% | 78.4%+20.4pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 18.69% | 56.94%-38.2pp | 420.54%-401.8pp | 31.27%-12.6pp |
| Employer contribution / active EE | $4,800 | $4,074+17.8% | $4,932-2.7% | $2,728+75.9% |
| Participant deferral / active EE | $15,581 | $8,003+94.7% | $8,065+93.2% | $4,651+235.0% |
| Admin fee / account holder | $107 | $334-67.9% | $12,993-99.2% | $433-75.2% |