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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,190 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $41,669 | $49,138-15.2% | $84,021-50.4% | $65,185-36.1% |
| Participation rate | 54.4% | 60.7%-6.4pp | 69.0%-14.6pp | 70.2%-15.8pp |
| Annual return | 21.55% | 23.00%-1.4pp | 71.32%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,394 | $914+52.6% | $1,984-29.7% | $2,177-35.9% |
| Participant deferral / active EE | $2,262 | $2,397-5.6% | $3,239-30.2% | $3,514-35.6% |
| Admin fee / account holder | $107 | $543-80.3% | $6,102-98.2% | $847-87.4% |