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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $6,423 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,319 | $49,138+10.5% | $84,015-35.3% | $65,185-16.7% |
| Participation rate | 58.2% | 60.7%-2.6pp | 69.0%-10.8pp | 70.2%-12.0pp |
| Annual return | 12.30% | 23.00%-10.7pp | 71.31%-59.0pp | 29.38%-17.1pp |
| Employer contribution / active EE | $462 | $914-49.4% | $1,983-76.7% | $2,177-78.8% |
| Participant deferral / active EE | $986 | $2,397-58.9% | $3,239-69.6% | $3,514-71.9% |
| Admin fee / account holder | $57 | $543-89.5% | $6,101-99.1% | $847-93.3% |