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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 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 | $546,637 | $85,515+539.2% | $112,040+387.9% | $67,986+704.0% |
| Participation rate | 99.5% | 68.2%+31.3pp | 76.5%+23.1pp | 57.2%+42.3pp |
| Annual return | 3.15% | 29.68%-26.5pp | 24.52%-21.4pp | 31.67%-28.5pp |
| Employer contribution / active EE | $26,624 | $2,191+1115.1% | $2,954+801.3% | $2,019+1218.8% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $11 | $3,774-99.7% | $12,098-99.9% | $3,203-99.6% |