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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,508 |
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 | $108,332 | $57,752+87.6% | $112,273-3.5% | $71,511+51.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 20.61% | 18.25%+2.4pp | 30.23%-9.6pp | 28.86%-8.2pp |
| Employer contribution / active EE | $2,899 | $1,912+51.6% | $3,431-15.5% | $2,589+12.0% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,797 | $1,586+202.4% | $7,752-38.1% | $1,588+202.0% |