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| Provider | Service type | Compensation |
|---|---|---|
BRIAN FREEMAN6+ years Filed as: BRIAN RUBIN Service code 27 · EIN 13-2638166 UBS FINANCIAL SERVICES · NORTHBROOK, IL 60062 | Advisory (Plan) | $38,632 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,187 | $50,199-10.0% | $69,884-35.3% | $66,938-32.5% |
| Participation rate | 98.9% | 66.3%+32.6pp | 70.5%+28.4pp | 69.8%+29.1pp |
| Annual return | -10.50% | -13.85%+3.3pp | 190.81%-201.3pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,937 | $1,864+57.6% | $2,560+14.7% | $2,545+15.4% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $263 | $600-56.1% | $6,266-95.8% | $594-55.7% |