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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 | $106,247+8.7% | $147,096-21.5% | $77,714+48.6% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 18.69% | 56.87%-38.2pp | 419.75%-401.1pp | 31.26%-12.6pp |
| Employer contribution / active EE | $4,800 | $4,069+18.0% | $4,936-2.8% | $2,727+76.0% |
| Participant deferral / active EE | $15,581 | $7,996+94.9% | $8,071+93.0% | $4,649+235.1% |
| Admin fee / account holder | $107 | $338-68.3% | $13,005-99.2% | $433-75.3% |