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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD. 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $38,150 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $34,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,079 | $39,859+28.1% | $78,676-35.1% | $57,658-11.4% |
| Participation rate | 43.6% | 66.1%-22.5pp | 73.6%-30.0pp | 70.2%-26.6pp |
| Annual return | 6.71% | 18.96%-12.3pp | 62.19%-55.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,321 | $1,786-26.0% | $2,850-53.6% | $1,974-33.1% |
| Participant deferral / active EE | $1,699 | $2,248-24.4% | $3,517-51.7% | $3,061-44.5% |
| Admin fee / account holder | $177 | $76+131.9% | $4,510-96.1% | $95+86.9% |