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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $51,555 |
POLYCOMP ADMINISTRATIVE SERVICES2+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 17 · EIN 95-2889854 | Pension Consulting | $2,010 |
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 | $27,458 | $46,173-40.5% | $170,435-83.9% | $69,631-60.6% |
| Participation rate | 86.0% | 63.9%+22.1pp | 83.6%+2.4pp | 70.7%+15.3pp |
| Annual return | 7.31% | 21.62%-14.3pp | 205.94%-198.6pp | 27571.02%-27563.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $137 | $116+18.4% | $13,881-99.0% | $110+24.4% |