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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,384 |
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 | $102,492 | $102,385+0.1% | $147,080-30.3% | $80,935+26.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.00% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $6,813 | $3,717+83.3% | $4,933+38.1% | $2,757+147.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $160 | $7,951-98.0% | $12,989-98.8% | $6,924-97.7% |