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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,735 | $89,367-36.5% | $141,191-59.8% | $72,975-22.3% |
| Participation rate | 81.1% | 75.1%+5.9pp | 82.5%-1.4pp | 69.5%+11.6pp |
| Annual return | 17.19% | 111.87%-94.7pp | 71.41%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $2,083 | $3,115-33.1% | $4,736-56.0% | $2,440-14.6% |
| Participant deferral / active EE | $4,453 | $5,419-17.8% | $6,710-33.6% | $3,608+23.4% |
| Admin fee / account holder | $459 | $5,957-92.3% | $10,264-95.5% | $5,124-91.0% |