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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $75,287 |
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 | $164,400 | $56,171+192.7% | $108,745+51.2% | $55,167+198.0% |
| Participation rate | 99.6% | 70.7%+28.9pp | 77.7%+21.9pp | 69.0%+30.6pp |
| Annual return | 11.05% | 214.86%-203.8pp | 46.22%-35.2pp | 169.23%-158.2pp |
| Employer contribution / active EE | $5,571 | $2,153+158.7% | $3,323+67.6% | $1,963+183.9% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $318 | $302+5.3% | $6,144-94.8% | $504-37.0% |