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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,945 |
Participant contribution per participant 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 | $42,000 | $77,817-46.0% | $123,553-66.0% | $64,173-34.6% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+29.0pp |
| Annual return | 16.69% | 12.49%+4.2pp | 119.21%-102.5pp | 7.63%+9.1pp |
| Employer contribution / active EE | $8,824 | $3,014+192.8% | $4,628+90.7% | $2,381+270.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $152 | $5,519-97.3% | $9,284-98.4% | $4,887-96.9% |