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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEAND, LA 701630900 | Advisory (Plan) | $27,014 |
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 | $19,569 | $72,027-72.8% | $185,861-89.5% | $79,856-75.5% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 7.39% | 23.13%-15.7pp | 35.96%-28.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $148 | $4,513-96.7% | $9,503-98.4% | $5,306-97.2% |