Filed March 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $57,636 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $40,520 |
SELDEN FOX, LTD.6 years Filed as: SELDEN FOX Service code 99 · EIN 36-2985770 | Other Fees | $8,585 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,757 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,881 | $59,054+152.1% | $97,197+53.2% | $77,714+91.6% |
| Participation rate | 76.6% | 67.9%+8.7pp | 72.7%+3.9pp | 70.6%+6.0pp |
| Annual return | 16.63% | 16.96%-0.3pp | 75.47%-58.8pp | 31.26%-14.6pp |
| Employer contribution / active EE | $2,757 | $1,742+58.3% | $2,723+1.3% | $2,727+1.1% |
| Participant deferral / active EE | $9,454 | $3,930+140.6% | $4,263+121.8% | $4,649+103.3% |
| Admin fee / account holder | $107 | $346-69.1% | $5,637-98.1% | $433-75.3% |