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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $119,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,482 | $69,823-7.6% | $76,872-16.1% | $74,460-13.4% |
| Participation rate | 74.9% | 70.0%+4.9pp | 69.6%+5.3pp | 70.7%+4.2pp |
| Annual return | 6.00% | 19.99%-14.0pp | 37.90%-31.9pp | 34.38%-28.4pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,533-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,832-100.0% | $4,530-100.0% |
| Admin fee / account holder | $133 | $398-66.5% | $5,476-97.6% | $348-61.7% |