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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $26,262 |
URBACH LAW GROUP1+ years Service code 24 · EIN 82-1679944 | Discretionary Trustee | $12,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,097 | $76,696-33.4% | $96,515-47.1% | $71,511-28.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 8.50% | 48.32%-39.8pp | 35.73%-27.2pp | 28.86%-20.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $127 | $2,030-93.8% | $6,735-98.1% | $1,588-92.0% |