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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 750 WASHINGTON BLVD · STAMFORD, CT 06901 | Advisory (Plan) | $73,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,883 |
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 | $127,038 | $46,966+170.5% | $185,117-31.4% | $69,631+82.4% |
| Participation rate | 79.0% | 65.3%+13.7pp | 77.3%+1.7pp | 70.7%+8.3pp |
| Annual return | 22.61% | 22.36%+0.2pp | 40.50%-17.9pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $2,656 | $1,360+95.2% | $4,182-36.5% | $2,032+30.7% |
| Participant deferral / active EE | $8,190 | $3,017+171.5% | $5,045+62.3% | $3,224+154.0% |
| Admin fee / account holder | $153 | $94+62.9% | $8,159-98.1% | $110+38.4% |