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 | $101,591-17.5% | $147,096-43.0% | $74,429+12.6% |
| Participation rate | 88.5% | 75.5%+12.9pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | 16.07% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $4,851 | $3,813+27.2% | $4,936-1.7% | $2,625+84.8% |
| Participant deferral / active EE | $11,829 | $7,302+62.0% | $8,071+46.6% | $4,348+172.0% |
| Admin fee / account holder | $296 | $1,750-83.1% | $13,005-97.7% | $1,944-84.8% |