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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 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.)
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 | $68,402 | $98,776-30.7% | $149,745-54.3% | $79,856-14.3% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.5%+7.6pp | 69.6%+20.5pp |
| Annual return | 14.50% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,454 | $3,217-23.7% | $4,646-47.2% | $2,471-0.7% |
| Participant deferral / active EE | $6,387 | $5,681+12.4% | $6,843-6.7% | $3,741+70.8% |
| Admin fee / account holder | $325 | $6,053-94.6% | $9,312-96.5% | $5,306-93.9% |