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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEANS, LA 701630900 | Advisory (Plan) | $30,709 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,025 | $79,449-77.3% | $189,575-90.5% | $85,847-79.0% |
| Participation rate | 94.1% | 66.0%+28.1pp | 78.4%+15.7pp | 69.3%+24.8pp |
| Annual return | 11.00% | 18.45%-7.4pp | 64.19%-53.2pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $140 | $5,377-97.4% | $9,806-98.6% | $6,261-97.8% |