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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,953 |
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 | $50,424 | $98,776-49.0% | $149,745-66.3% | $79,856-36.9% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 4.86% | 27.38%-22.5pp | 276.72%-271.9pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,571 | $3,217+11.0% | $4,646-23.1% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $174 | $6,053-97.1% | $9,312-98.1% | $5,306-96.7% |