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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,425 |
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 | $116,491 | $52,836+120.5% | $105,736+10.2% | $64,173+81.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 8.59% | 14.30%-5.7pp | 6.27%+2.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $4,180 | $1,827+128.8% | $3,268+27.9% | $2,381+75.6% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,618 | $3,959+244.0% | $6,913+97.0% | $4,887+178.6% |