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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 201 W. 3RD ST. SUITE 200 · JAMESTOWN, NY 14701 | Advisory (Plan) | $23,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,906 |
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 | $135,869 | $64,909+109.3% | $82,313+65.1% | $62,293+118.1% |
| Participation rate | 80.8% | 74.9%+5.9pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 18.55% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,280 | $1,676+36.0% | $2,428-6.1% | $2,042+11.6% |
| Participant deferral / active EE | $3,830 | $3,103+23.4% | $3,706+3.3% | $3,169+20.9% |
| Admin fee / account holder | $118 | $440-73.2% | $5,608-97.9% | $479-75.4% |