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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $83,507 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BLVD FL 6 · WEEHAWKEN, NJ 07086 | Other Commissions | $12,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,219 | $36,916+57.7% | $156,551-62.8% | $57,658+1.0% |
| Participation rate | 89.9% | 63.4%+26.5pp | 84.0%+5.9pp | 70.2%+19.7pp |
| Annual return | 9.92% | 12.38%-2.5pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,246 | $1,571-20.6% | $5,501-77.3% | $1,974-36.8% |
| Participant deferral / active EE | $4,427 | $1,926+129.9% | $4,871-9.1% | $3,061+44.6% |
| Admin fee / account holder | $305 | $82+270.3% | $13,028-97.7% | $95+223.1% |