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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Advisory (Plan) | $23,760 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $12,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,705 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $45,126+14.7% | $85,187-39.3% | $74,459-30.5% |
| Participation rate | 79.9% | 49.4%+30.5pp | 67.5%+12.4pp | 67.2%+12.7pp |
| Annual return | 13.11% | 26.30%-13.2pp | 66.67%-53.6pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,450 | $1,460-0.7% | $2,732-46.9% | $2,626-44.8% |
| Participant deferral / active EE | $3,486 | $2,738+27.3% | $4,525-23.0% | $4,350-19.9% |
| Admin fee / account holder | $274 | $2,212-87.6% | $6,162-95.6% | $1,945-85.9% |