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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 750 WASHINGTON BLVD · STAMFORD, CT 06901 | Advisory (Plan) | $71,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,810 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,374 | $44,229+122.4% | $155,789-36.9% | $55,191+78.2% |
| Participation rate | 78.1% | 60.8%+17.3pp | 76.1%+2.0pp | 69.2%+9.0pp |
| Annual return | 0.92% | 0.37%+0.6pp | 71.54%-70.6pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,430 | $1,317+84.4% | $3,839-36.7% | $1,899+28.0% |
| Participant deferral / active EE | $8,527 | $2,851+199.0% | $4,798+77.7% | $3,046+179.9% |
| Admin fee / account holder | $213 | $86+146.6% | $7,477-97.2% | $91+134.1% |