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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,928 | $79,223+590.4% | $102,460+433.8% | $74,478+634.3% |
| Participation rate | 97.8% | 74.8%+23.1pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 8.67% | 54.98%-46.3pp | 29.47%-20.8pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $25,583 | $2,363+982.6% | $3,025+745.7% | $2,626+874.1% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13 | $2,003-99.3% | $9,460-99.9% | $1,946-99.3% |