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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $7,955 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,971 | $50,385-64.3% | $75,501-76.2% | $62,293-71.2% |
| Participation rate | 74.2% | 67.7%+6.5pp | 72.4%+1.8pp | 69.5%+4.7pp |
| Annual return | 16.82% | 19.90%-3.1pp | 27.35%-10.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $616 | $1,537-59.9% | $2,352-73.8% | $2,042-69.8% |
| Participant deferral / active EE | $1,440 | $2,445-41.1% | $3,142-54.2% | $3,169-54.6% |
| Admin fee / account holder | $85 | $384-77.9% | $5,801-98.5% | $479-82.3% |