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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,286 | $61,166+78.7% | $185,849-41.2% | $79,391+37.7% |
| Participation rate | 91.1% | 66.6%+24.5pp | 81.7%+9.4pp | 70.7%+20.4pp |
| Annual return | 27.38% | 19.45%+7.9pp | 122.10%-94.7pp | 116.88%-89.5pp |
| Employer contribution / active EE | $5,196 | $2,321+123.9% | $5,169+0.5% | $2,428+114.0% |
| Participant deferral / active EE | $2,925 | $2,789+4.9% | $5,569-47.5% | $4,046-27.7% |
| Admin fee / account holder | $208 | $710-70.7% | $16,244-98.7% | $627-66.8% |