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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,183 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,637 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $56,494 | $45,825+23.3% | $90,657-37.7% | $56,289+0.4% |
| Participation rate | 99.4% | 66.7%+32.7pp | 74.0%+25.4pp | 69.9%+29.6pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $911 | $1,372-33.6% | $2,532-64.0% | $2,111-56.8% |
| Participant deferral / active EE | $5,345 | $2,562+108.6% | $3,424+56.1% | $3,350+59.5% |
| Admin fee / account holder | $232 | $413-43.7% | $4,994-95.4% | $521-55.4% |