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| Provider | Service type | Compensation |
|---|---|---|
BRIAN FREEMAN4+ years Filed as: BRIAN RUBIN Service code 27 · EIN 13-2638166 UBS FINANCIAL SERVICES · NORTHBROOK, IL 60062 | Advisory (Plan) | $44,076 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,144 | $54,590-11.8% | $81,930-41.2% | $73,488-34.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 7.52% | 17.74%-10.2pp | 29.49%-22.0pp | 28.51%-21.0pp |
| Employer contribution / active EE | $2,650 | $1,636+62.0% | $4,310-38.5% | $2,270+16.7% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $255 | $592-57.0% | $5,158-95.1% | $513-50.3% |