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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,206 | $65,862+20.3% | $124,693-36.5% | $79,391-0.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 74.6%+25.4pp | 70.7%+29.3pp |
| Annual return | 12.81% | 19.02%-6.2pp | 5144.19%-5131.4pp | 116.88%-104.1pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,615-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11,845 | $673+1660.6% | $7,494+58.0% | $627+1790.5% |