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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 201 W. 3RD ST. SUITE 200 · JAMESTOWN, NY 14701 | Advisory (Plan) | $25,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,893 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,001 | $63,905+86.2% | $74,184+60.4% | $57,658+106.4% |
| Participation rate | 76.0% | 79.8%-3.7pp | 76.6%-0.6pp | 70.2%+5.8pp |
| Annual return | 8.22% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,955 | $1,840+6.2% | $2,370-17.5% | $1,974-1.0% |
| Participant deferral / active EE | $3,297 | $3,448-4.4% | $3,550-7.1% | $3,061+7.7% |
| Admin fee / account holder | $130 | $91+42.9% | $5,586-97.7% | $95+37.7% |