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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 401 N. 31ST STREET, SUITE 1700 · BILLINGS, MT 59101 | Advisory (Plan) | $35,914 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Recordkeeping and... | $26,754 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,640 | $59,535+166.5% | $90,162+76.0% | $62,293+154.7% |
| Participation rate | 75.6% | 73.0%+2.6pp | 76.9%-1.2pp | 69.5%+6.1pp |
| Annual return | 16.37% | 23.53%-7.2pp | 34.88%-18.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $898 | $1,826-50.8% | $3,318-72.9% | $2,042-56.1% |
| Participant deferral / active EE | $4,187 | $4,639-9.7% | $5,287-20.8% | $3,169+32.1% |
| Admin fee / account holder | $250 | $337-25.8% | $5,943-95.8% | $479-47.9% |