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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIA SERVICES Service code 27 2902 COLBY AVE. · EVERETT, WA 98201 | Advisory (Plan) | $21,672 |
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 | $17,239 | $65,557-73.7% | $105,738-83.7% | $56,287-69.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | 9.15% | -1.32%+10.5pp | 6.27%+2.9pp | -9.96%+19.1pp |
| Employer contribution / active EE | $1,467 | $1,788-17.9% | $3,268-55.1% | $2,111-30.5% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $100 | $561-82.2% | $6,913-98.6% | $521-80.8% |