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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 | $77,788+156.9% | $119,126+67.7% | $64,728+208.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.00% | 13.19%-5.2pp | 282.11%-274.1pp | 49.38%-41.4pp |
| Employer contribution / active EE | $12,099 | $4,031+200.1% | $4,034+199.9% | $2,243+439.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $1,052 | $1,365-23.0% | $10,693-90.2% | $1,145-8.2% |