Filed February 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $52,948 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $11,026 |
UBS FINANCIAL SERVICES INC10+ years Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,089 | $106,247-45.3% | $147,096-60.5% | $77,714-25.3% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 24.11% | 56.87%-32.8pp | 419.75%-395.6pp | 31.26%-7.1pp |
| Employer contribution / active EE | $3,989 | $4,069-2.0% | $4,936-19.2% | $2,727+46.3% |
| Participant deferral / active EE | $8,049 | $7,996+0.7% | $8,071-0.3% | $4,649+73.1% |
| Admin fee / account holder | $220 | $338-35.1% | $13,005-98.3% | $433-49.3% |