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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $20,835 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $13,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,065 | $37,463+6.9% | $77,100-48.0% | $66,949-40.2% |
| Participation rate | 95.0% | 52.9%+42.1pp | 67.9%+27.1pp | 69.8%+25.2pp |
| Annual return | -17.18% | -3.25%-13.9pp | 42.35%-59.5pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,545 | $1,535+0.6% | $2,815-45.1% | $2,545-39.3% |
| Participant deferral / active EE | $3,626 | $2,621+38.3% | $4,430-18.1% | $4,239-14.5% |
| Admin fee / account holder | $279 | $568-50.9% | $5,443-94.9% | $594-53.0% |