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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $160,607 |
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 | $67,483 | $66,459+1.5% | $81,286-17.0% | $77,714-13.2% |
| Participation rate | 74.9% | 68.7%+6.2pp | 69.5%+5.4pp | 70.6%+4.4pp |
| Annual return | 4.75% | 15.95%-11.2pp | 24.80%-20.0pp | 31.26%-26.5pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,463-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $3,674-100.0% | $3,883-100.0% | $4,649-100.0% |
| Admin fee / account holder | $179 | $585-69.4% | $5,764-96.9% | $433-58.6% |