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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Investment Management | $133,964 |
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 | $247,159 | $86,692+185.1% | $119,634+106.6% | $66,949+269.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -6.39% | -8.00%+1.6pp | -14.98%+8.6pp | 1.57%-8.0pp |
| Employer contribution / active EE | $9,305 | $2,536+266.9% | $4,232+119.9% | $2,545+265.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1,063 | $755+40.8% | $10,329-89.7% | $594+79.1% |