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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,107 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,392 | $76,551-64.2% | $123,894-77.9% | $62,881-56.4% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | -6.88% | 18.68%-25.6pp | 47.52%-54.4pp | 20.14%-27.0pp |
| Employer contribution / active EE | $4,138 | $2,882+43.6% | $4,617-10.4% | $2,281+81.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $115 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |