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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,059 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,342 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,454 | $101,591-61.2% | $147,096-73.2% | $74,429-47.0% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.0pp | 67.2%+21.0pp |
| Annual return | 14.44% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $143 | $3,813-96.3% | $4,936-97.1% | $2,625-94.6% |
| Participant deferral / active EE | $7,388 | $7,302+1.2% | $8,071-8.5% | $4,348+69.9% |
| Admin fee / account holder | $201 | $1,750-88.5% | $13,005-98.5% | $1,944-89.6% |