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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $71,744 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Other Commissions | $20,692 |
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 | $69,450 | $46,173+50.4% | $170,435-59.3% | $69,631-0.3% |
| Participation rate | 68.5% | 63.9%+4.6pp | 83.6%-15.1pp | 70.7%-2.2pp |
| Annual return | 14.72% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $949 | $1,610-41.0% | $5,432-82.5% | $2,032-53.3% |
| Participant deferral / active EE | $3,511 | $2,080+68.8% | $4,939-28.9% | $3,224+8.9% |
| Admin fee / account holder | $264 | $116+127.5% | $13,881-98.1% | $110+138.9% |