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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $23,363 |
Filed as: WISHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,001 | $49,940-33.9% | $95,740-65.5% | $74,460-55.7% |
| Participation rate | 28.3% | 66.8%-38.5pp | 72.3%-43.9pp | 70.7%-42.4pp |
| Annual return | -46.15% | 24.92%-71.1pp | 28.41%-74.6pp | 34.38%-80.5pp |
| Employer contribution / active EE | $986 | $1,639-39.8% | $2,836-65.2% | $2,638-62.6% |
| Participant deferral / active EE | $3,699 | $3,753-1.4% | $4,244-12.8% | $4,530-18.3% |
| Admin fee / account holder | $493 | $300+64.4% | $5,676-91.3% | $348+41.7% |