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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $25,260 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $529,449 | $76,112+595.6% | $96,534+448.5% | $71,511+640.4% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 2.47% | 22.81%-20.3pp | 25.88%-23.4pp | 28.86%-26.4pp |
| Employer contribution / active EE | $25,579 | $2,248+1037.9% | $2,965+762.6% | $2,589+887.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $13 | $2,708-99.5% | $8,253-99.8% | $1,588-99.2% |