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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIA SERVICES Service code 27 2902 COLBY AVE. · EVERETT, WA 98201 | Advisory (Plan) | $18,046 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,171 | $50,643-70.0% | $106,619-85.8% | $55,167-72.5% |
| Participation rate | 99.4% | 65.6%+33.8pp | 78.0%+21.4pp | 69.0%+30.4pp |
| Annual return | 10.83% | 7.02%+3.8pp | 9.42%+1.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,388 | $1,626-14.6% | $3,947-64.8% | $1,963-29.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $86 | $488-82.3% | $6,418-98.7% | $504-82.9% |