Filed August 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,536 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $26,496 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,789 | $101,653-17.6% | $147,080-43.0% | $74,459+12.5% |
| Participation rate | 88.5% | 75.6%+12.9pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | 16.07% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $4,851 | $3,813+27.2% | $4,933-1.7% | $2,626+84.7% |
| Participant deferral / active EE | $11,829 | $7,304+62.0% | $8,066+46.7% | $4,350+172.0% |
| Admin fee / account holder | $296 | $1,752-83.1% | $12,989-97.7% | $1,945-84.8% |