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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEAND, LA 701630900 | Advisory (Plan) | $25,591 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,144 | $52,639-63.6% | $185,117-89.7% | $62,293-69.3% |
| Participation rate | 97.4% | 63.9%+33.6pp | 77.3%+20.2pp | 69.5%+27.9pp |
| Annual return | 12.83% | 19.57%-6.7pp | 40.50%-27.7pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $147 | $374-60.6% | $8,159-98.2% | $479-69.3% |