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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 500 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $48,841 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Direct payment fr... | $18,504 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,265 | $55,453+12.3% | $170,439-63.5% | $62,2930% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.03% | 21.38%-3.4pp | 205.94%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $7,289 | $2,164+236.9% | $5,433+34.2% | $2,042+256.9% |
| Participant deferral / active EE | $4,658 | $2,303+102.3% | $4,939-5.7% | $3,169+47.0% |
| Admin fee / account holder | $266 | $455-41.6% | $13,881-98.1% | $479-44.5% |