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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $88,085 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $70,555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,510 | $61,172+113.3% | $185,851-29.8% | $79,389+64.4% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.4pp |
| Annual return | 17.56% | 19.45%-1.9pp | 122.11%-104.5pp | 116.89%-99.3pp |
| Employer contribution / active EE | $6,216 | $2,321+167.9% | $5,168+20.3% | $2,428+156.0% |
| Participant deferral / active EE | $6,606 | $2,788+137.0% | $5,569+18.6% | $4,046+63.3% |
| Admin fee / account holder | $438 | $710-38.3% | $16,245-97.3% | $626-30.0% |