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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 12-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $99,543 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 7.80% | 7.03%+0.8pp | 9.82%-2.0pp | 7.65%+0.1pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,322-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |