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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 | $106,110+8.8% | $147,005-21.5% | $77,671+48.6% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 18.69% | 56.77%-38.1pp | 418.76%-400.1pp | 31.21%-12.5pp |
| Employer contribution / active EE | $4,800 | $4,065+18.1% | $4,934-2.7% | $2,726+76.0% |
| Participant deferral / active EE | $15,581 | $7,992+95.0% | $8,070+93.1% | $4,648+235.2% |
| Admin fee / account holder | $107 | $338-68.2% | $13,006-99.2% | $430-75.1% |