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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Advisory (Plan) | $15,000 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $5,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $815 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,130-100.0% | $159,495-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | -105.22% | 331.97%-437.2pp | 263.72%-368.9pp | 478.94%-584.2pp |
| Employer contribution / active EE | $0 | $5,300-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,562-100.0% | $10,804-100.0% | $12,317-100.0% |