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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $314,040 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $17,923 |
MSPC10+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $14,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,815 | $92,224+116.7% | $105,223+89.9% | $79,634+150.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.00% | 88.65%-80.6pp | 180.65%-172.6pp | 36.46%-28.5pp |
| Employer contribution / active EE | $12,099 | $3,965+205.1% | $3,689+228.0% | $2,529+378.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1,052 | $1,121-6.2% | $8,859-88.1% | $1,002+5.0% |