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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 750 WASHINGTON BLVD · STAMFORD, CT 06901 | Advisory (Plan) | $75,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,814 |
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 | $104,379 | $42,582+145.1% | $171,082-39.0% | $57,658+81.0% |
| Participation rate | 81.0% | 63.9%+17.1pp | 76.7%+4.3pp | 70.2%+10.7pp |
| Annual return | 7.34% | 308.67%-301.3pp | 32.56%-25.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,740 | $1,306+109.8% | $4,002-31.5% | $1,974+38.8% |
| Participant deferral / active EE | $8,823 | $2,933+200.8% | $4,797+83.9% | $3,061+188.3% |
| Admin fee / account holder | $213 | $82+158.6% | $8,520-97.5% | $95+125.2% |