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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $24,027 |
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,859 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,422 | $61,356+70.2% | $149,696-30.2% | $71,511+46.0% |
| Participation rate | 90.6% | 62.5%+28.1pp | 78.8%+11.8pp | 67.9%+22.7pp |
| Annual return | 11.63% | 35.86%-24.2pp | 134.46%-122.8pp | 28.86%-17.2pp |
| Employer contribution / active EE | $9,072 | $2,382+280.9% | $4,821+88.2% | $2,589+250.4% |
| Participant deferral / active EE | $3,770 | $2,920+29.1% | $5,682-33.7% | $4,291-12.1% |
| Admin fee / account holder | $273 | $1,263-78.4% | $13,212-97.9% | $1,588-82.8% |