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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,037 |
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 | $47,021 | $89,370-47.4% | $141,197-66.7% | $72,976-35.6% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 14.04% | 111.88%-97.8pp | 71.41%-57.4pp | 81.02%-67.0pp |
| Employer contribution / active EE | $1,493 | $3,115-52.1% | $4,736-68.5% | $2,440-38.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $164 | $5,957-97.2% | $10,265-98.4% | $5,124-96.8% |