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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-5674085 | Direct payment from the plan; Investm... | $528,520 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,687 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 5.97% | 4.43%+1.5pp | 4.74%+1.2pp | 11.88%-5.9pp |
| Employer contribution / active EE | $55,359 | $35,917+54.1% | $46,220+19.8% | $14,612+278.9% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |