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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $164,754 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $60,769 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,482 | $56,485-33.6% | $185,823-79.8% | $86,799-56.8% |
| Participation rate | 76.9% | 65.5%+11.4pp | 81.7%-4.8pp | 72.3%+4.6pp |
| Annual return | 11.95% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,426 | $1,843-22.6% | $5,167-72.4% | $2,405-40.7% |
| Participant deferral / active EE | $1,722 | $2,553-32.6% | $5,568-69.1% | $4,131-58.3% |
| Admin fee / account holder | $225 | $150+50.3% | $16,237-98.6% | $170+32.6% |