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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $68,877 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BLVD FL6 · WEEHAWKEN, NJ 07086 | Other Commissions | $4,692 |
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 | $52,004 | $37,117+40.1% | $147,617-64.8% | $55,191-5.8% |
| Participation rate | 67.8% | 63.6%+4.2pp | 84.6%-16.8pp | 69.2%-1.4pp |
| Annual return | -0.61% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $871 | $1,620-46.2% | $5,564-84.3% | $1,899-54.1% |
| Participant deferral / active EE | $3,479 | $1,985+75.2% | $4,895-28.9% | $3,046+14.2% |
| Admin fee / account holder | $254 | $86+196.3% | $11,612-97.8% | $91+179.3% |