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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $22,252 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $12,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,723 | $41,151+18.4% | $80,648-39.6% | $71,529-31.9% |
| Participation rate | 95.9% | 50.2%+45.7pp | 67.0%+28.9pp | 67.9%+28.0pp |
| Annual return | 19.39% | 38.49%-19.1pp | 937.21%-917.8pp | 28.97%-9.6pp |
| Employer contribution / active EE | $1,740 | $1,513+15.0% | $2,724-36.1% | $2,590-32.8% |
| Participant deferral / active EE | $4,207 | $2,700+55.8% | $4,443-5.3% | $4,291-2.0% |
| Admin fee / account holder | $242 | $1,842-86.9% | $5,382-95.5% | $1,588-84.8% |