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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,580 | $57,976-33.5% | $63,018-38.8% | $62,293-38.1% |
| Participation rate | 88.1% | 75.9%+12.2pp | 74.8%+13.3pp | 69.5%+18.6pp |
| Annual return | 13.57% | 17.54%-4.0pp | 87.62%-74.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $531 | $2,415-78.0% | $2,761-80.8% | $2,042-74.0% |
| Participant deferral / active EE | $2,140 | $2,956-27.6% | $3,330-35.7% | $3,169-32.5% |
| Admin fee / account holder | $9 | $276-96.7% | $3,601-99.7% | $479-98.1% |