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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,174 | $105,210-32.4% | $159,487-55.4% | $85,851-17.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 42.16% | 45.08%-2.9pp | 263.71%-221.5pp | 318.63%-276.5pp |
| Employer contribution / active EE | $5,000 | $3,319+50.6% | $4,831+3.5% | $2,565+94.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $185 | $6,934-97.3% | $10,804-98.3% | $6,261-97.0% |