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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $66,468 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Participant loan ... | $54,033 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,146 | $52,967+79.6% | $172,753-44.9% | $65,186+46.0% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 22.34% | 30.12%-7.8pp | 803.00%-780.7pp | 29.39%-7.0pp |
| Employer contribution / active EE | $4,969 | $2,190+126.9% | $5,144-3.4% | $2,177+128.3% |
| Participant deferral / active EE | $5,210 | $2,471+110.9% | $5,198+0.2% | $3,514+48.3% |
| Admin fee / account holder | $321 | $472-31.9% | $13,956-97.7% | $847-62.1% |