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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,306 | $57,828+95.9% | $117,039-3.2% | $70,126+61.6% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 18.82% | 17.55%+1.3pp | 18.95%-0.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,870 | $1,816+58.0% | $3,785-24.2% | $2,343+22.5% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,395 | $3,548+221.1% | $5,974+90.8% | $4,645+145.3% |