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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 | $81,334+50.1% | $113,397+7.7% | $64,097+90.5% |
| Participation rate | 94.3% | 65.6%+28.7pp | 76.5%+17.8pp | 55.2%+39.1pp |
| Annual return | 8.57% | 32.50%-23.9pp | 23.20%-14.6pp | 34.64%-26.1pp |
| Employer contribution / active EE | $4,001 | $2,077+92.7% | $2,977+34.4% | $1,891+111.5% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $700 | $4,208-83.4% | $11,957-94.1% | $3,454-79.7% |