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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,815 | $86,882+130.0% | $150,734+32.6% | $69,255+188.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 8.00% | 10.69%-2.7pp | 600.81%-592.8pp | 26.73%-18.7pp |
| Employer contribution / active EE | $12,099 | $5,194+132.9% | $4,918+146.0% | $2,645+357.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $1,052 | $630+66.9% | $14,905-92.9% | $733+43.5% |