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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,637 | $87,870+522.1% | $113,168+383.0% | $74,304+635.7% |
| Participation rate | 99.5% | 70.7%+28.8pp | 76.6%+23.0pp | 60.3%+39.2pp |
| Annual return | 3.15% | 26.44%-23.3pp | 24.27%-21.1pp | 29.43%-26.3pp |
| Employer contribution / active EE | $26,624 | $2,277+1069.2% | $2,975+794.9% | $2,241+1087.9% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $11 | $3,368-99.7% | $12,068-99.9% | $2,969-99.6% |