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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,927 |
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 | $31,357 | $85,766-63.4% | $136,298-77.0% | $70,126-55.3% |
| Participation rate | 98.6% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 10.30% | 31.46%-21.2pp | 5156.27%-5146.0pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,466 | $2,966-16.8% | $4,696-47.5% | $2,343+5.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $128 | $5,421-97.6% | $9,244-98.6% | $4,645-97.2% |