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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,705 |
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 | $95,755 | $56,339+70.0% | $104,301-8.2% | $68,486+39.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 13.60% | -9.19%+22.8pp | 24.61%-11.0pp | -7.85%+21.5pp |
| Employer contribution / active EE | $2,881 | $1,960+47.0% | $3,373-14.6% | $2,597+11.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,971 | $4,902-39.4% | $7,340-59.5% | $5,404-45.0% |