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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $42,226 |
EISNERAMPER LLP1 year Filed as: HOLTHOUSE CARLVIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $14,006 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,016 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,611 | $55,002+292.0% | $59,887+260.0% | $56,287+283.1% |
| Participation rate | 93.0% | 75.9%+17.1pp | 74.7%+18.3pp | 69.9%+23.1pp |
| Annual return | -1.75% | 1.13%-2.9pp | 3.46%-5.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $7,357 | $2,448+200.5% | $2,722+170.3% | $2,111+248.5% |
| Participant deferral / active EE | $7,251 | $3,121+132.3% | $3,402+113.1% | $3,350+116.5% |
| Admin fee / account holder | $201 | $236-14.8% | $3,591-94.4% | $521-61.5% |