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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $78,165 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $62,926 |
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 | $107,080 | $65,125+64.4% | $143,797-25.5% | $66,949+59.9% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -15.26% | -11.13%-4.1pp | -0.04%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $4,687 | $2,362+98.4% | $4,952-5.4% | $2,545+84.1% |
| Participant deferral / active EE | $7,676 | $2,920+162.9% | $5,638+36.1% | $4,239+81.1% |
| Admin fee / account holder | $390 | $503-22.5% | $14,679-97.3% | $594-34.3% |