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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $61,984 |
T ROWE PRICE RPS INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,573 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,319 | $50,902+124.6% | $155,534-26.5% | $77,736+47.1% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+15.9pp | 70.6%+23.6pp |
| Annual return | 11.92% | 34.85%-22.9pp | 64.92%-53.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $8,740 | $1,991+338.9% | $4,675+87.0% | $2,728+220.4% |
| Participant deferral / active EE | $8,502 | $2,824+201.1% | $5,630+51.0% | $4,651+82.8% |
| Admin fee / account holder | $200 | $437-54.3% | $15,900-98.7% | $433-53.9% |