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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEANS, LA 701630900 | Advisory (Plan) | $27,139 |
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 | $21,863 | $59,140-63.0% | $160,037-86.3% | $66,949-67.3% |
| Participation rate | 82.7% | 68.1%+14.6pp | 78.0%+4.7pp | 69.8%+12.9pp |
| Annual return | -13.93% | -12.25%-1.7pp | 408.95%-422.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,399-100.0% | $6,184-100.0% | $4,239-100.0% |
| Admin fee / account holder | $185 | $591-68.8% | $8,716-97.9% | $594-68.9% |