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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Investment Management | $148,287 |
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 | $208,471 | $83,090+150.9% | $130,062+60.3% | $71,529+191.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.62% | 20.61%-5.0pp | -137.37%+153.0pp | 28.97%-13.3pp |
| Employer contribution / active EE | $9,472 | $2,624+261.0% | $4,322+119.2% | $2,590+265.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $915 | $1,727-47.0% | $10,601-91.4% | $1,588-42.4% |