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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEANS, LA 701630900 | Advisory (Plan) | $25,559 |
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 | $17,564 | $65,428-73.2% | $169,397-89.6% | $71,529-75.4% |
| Participation rate | 99.1% | 66.9%+32.3pp | 77.2%+22.0pp | 67.9%+31.2pp |
| Annual return | 1.74% | 21.35%-19.6pp | 406.23%-404.5pp | 28.97%-27.2pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,223-100.0% | $4,291-100.0% |
| Admin fee / account holder | $142 | $1,328-89.3% | $9,017-98.4% | $1,588-91.1% |