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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $28,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,044 | $84,493-65.6% | $125,381-76.8% | $66,938-56.6% |
| Participation rate | 62.9% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-7.0pp |
| Annual return | -12.73% | -8.49%-4.2pp | 572.31%-585.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,102 | $3,554-40.9% | $4,815-56.4% | $2,545-17.4% |
| Participant deferral / active EE | $5,006 | $6,783-26.2% | $7,448-32.8% | $4,238+18.1% |
| Admin fee / account holder | $114 | $685-83.3% | $10,007-98.9% | $594-80.8% |