Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 14 · EIN 13-2638166 | Plan Administrator | $30,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,062 |
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 | $68,747 | $39,898+72.3% | $121,220-43.3% | $55,725+23.4% |
| Participation rate | 99.1% | 61.2%+37.9pp | 71.8%+27.4pp | 70.9%+28.3pp |
| Annual return | -4.50% | -0.96%-3.5pp | 16.94%-21.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,842 | $1,295+196.6% | $4,023-4.5% | $2,078+84.9% |
| Participant deferral / active EE | $3,506 | $2,439+43.8% | $3,345+4.8% | $3,356+4.5% |
| Admin fee / account holder | $36 | $95-62.4% | $5,021-99.3% | $115-69.0% |