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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $17,784 |
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 | $122,102 | $85,515+42.8% | $112,040+9.0% | $67,986+79.6% |
| Participation rate | 94.3% | 68.2%+26.1pp | 76.5%+17.8pp | 57.2%+37.1pp |
| Annual return | 8.57% | 29.68%-21.1pp | 24.52%-15.9pp | 31.67%-23.1pp |
| Employer contribution / active EE | $4,001 | $2,191+82.6% | $2,954+35.4% | $2,019+98.2% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $700 | $3,774-81.4% | $12,098-94.2% | $3,203-78.1% |