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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1000 HARBOR BLVD. #6 · WEEHAWKEN, NJ 070866761 | Advisory (Plan) | $25,463 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,930 | $47,105+59.1% | $68,368+9.6% | $67,986+10.2% |
| Participation rate | 84.5% | 51.8%+32.7pp | 73.8%+10.7pp | 57.2%+27.3pp |
| Annual return | 15.09% | 48.37%-33.3pp | 292.57%-277.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,045 | $1,859-43.8% | $2,649-60.6% | $2,019-48.2% |
| Participant deferral / active EE | $5,087 | $2,374+114.3% | $4,123+23.4% | $3,358+51.5% |
| Admin fee / account holder | $330 | $2,435-86.4% | $5,150-93.6% | $3,203-89.7% |