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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $15,386 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,176 | $89,588-45.1% | $133,698-63.2% | $77,762-36.8% |
| Participation rate | 45.8% | 74.3%-28.5pp | 76.4%-30.6pp | 70.6%-24.8pp |
| Annual return | 18.61% | 17.42%+1.2pp | 580.90%-562.3pp | 31.27%-12.7pp |
| Employer contribution / active EE | $1,676 | $3,491-52.0% | $4,218-60.3% | $2,728-38.5% |
| Participant deferral / active EE | $3,320 | $5,592-40.6% | $7,016-52.7% | $4,651-28.6% |
| Admin fee / account holder | $219 | $539-59.4% | $6,703-96.7% | $433-49.5% |