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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 51 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Mgmt Fees | $134,811 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 270 PARK AVENUE · NEW YORK, NY 100172014 | Investment Mgmt Fees | $19,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,476 | $57,096+91.7% | $94,229+16.2% | $55,191+98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 2.92% | 159.65%-156.7pp | 10.68%-7.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $357 | $89+299.9% | $6,269-94.3% | $91+293.1% |