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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $94,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,308 | $65,376+29.0% | $87,102-3.2% | $65,185+29.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.17% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $4,163 | $1,822+128.4% | $2,521+65.1% | $2,177+91.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $624 | $520+20.1% | $7,491-91.7% | $847-26.3% |