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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 1604 HEWITT AVE, SUITE 601 · EVERETT, WA 98201 | Advisory (Plan) | $23,156 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,360 | $71,615-71.6% | $153,416-86.7% | $65,306-68.8% |
| Participation rate | 100.0% | 49.3%+50.7pp | 74.3%+25.7pp | 57.7%+42.3pp |
| Annual return | 10.14% | 12.62%-2.5pp | 17.84%-7.7pp | 21.94%-11.8pp |
| Employer contribution / active EE | $1,334 | $1,488-10.3% | $3,764-64.6% | $1,967-32.2% |
| Participant deferral / active EE | $0 | $2,236-100.0% | $4,723-100.0% | $2,959-100.0% |
| Admin fee / account holder | $61 | $3,498-98.2% | $13,095-99.5% | $3,480-98.2% |