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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,780 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,006 | $93,617-10.3% | $135,982-38.2% | $75,177+11.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.2pp | 67.2%+28.0pp |
| Annual return | 13.26% | 30.89%-17.6pp | 68.32%-55.1pp | 160.75%-147.5pp |
| Employer contribution / active EE | $8,902 | $3,538+151.6% | $4,859+83.2% | $2,671+233.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $148 | $6,980-97.9% | $10,767-98.6% | $5,651-97.4% |