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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $271,081 |
ISSI9+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $17,000 |
MSPC9+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $13,200 |
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 | $194,863 | $80,748+141.3% | $102,383+90.3% | $74,429+161.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.74% | 27.57%-14.8pp | 24.94%-12.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $11,065 | $3,159+250.2% | $3,870+185.9% | $2,625+321.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $961 | $2,371-59.5% | $8,391-88.6% | $1,944-50.6% |