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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,937 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,730 | $82,678-20.5% | $125,391-47.6% | $68,490-4.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.07% | -5.97%-5.1pp | 572.41%-583.5pp | -7.85%-3.2pp |
| Employer contribution / active EE | $6,068 | $3,382+79.4% | $4,816+26.0% | $2,597+133.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $147 | $6,277-97.7% | $10,009-98.5% | $5,403-97.3% |