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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,279 | $54,045+74.4% | $115,170-18.1% | $65,185+44.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | -1.08% | 26.55%-27.6pp | 35.60%-36.7pp | 29.38%-30.5pp |
| Employer contribution / active EE | $2,291 | $1,653+38.6% | $3,179-27.9% | $2,177+5.3% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $16,174 | $626+2485.6% | $7,089+128.2% | $847+1809.1% |