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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Investment Management | $117,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,215 | $88,203+176.9% | $165,100+47.9% | $74,478+227.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 28.37% | 17.13%+11.2pp | 70.21%-41.8pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $10,547 | $2,601+305.5% | $4,348+142.6% | $2,626+301.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $731 | $2,235-67.3% | $12,696-94.2% | $1,946-62.4% |