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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES - N.J. Service code 26 · EIN 13-2638116 | Advisory (Participants) | $43,731 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $38,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,484 | $38,967+21.9% | $86,233-44.9% | $79,634-40.4% |
| Participation rate | 31.6% | 34.1%-2.5pp | 69.0%-37.4pp | 62.5%-30.9pp |
| Annual return | 16.74% | 49.90%-33.2pp | 61.39%-44.6pp | 36.46%-19.7pp |
| Employer contribution / active EE | $1,725 | $868+98.7% | $2,504-31.1% | $2,529-31.8% |
| Participant deferral / active EE | $821 | $1,663-50.6% | $4,559-82.0% | $3,835-78.6% |
| Admin fee / account holder | $437 | $2,660-83.6% | $8,342-94.8% | $1,002-56.4% |