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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,530 |
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 | $31,600 | $55,002-42.5% | $59,887-47.2% | $56,287-43.9% |
| Participation rate | 84.1% | 75.9%+8.2pp | 74.7%+9.4pp | 69.9%+14.3pp |
| Annual return | -3.99% | 1.13%-5.1pp | 3.46%-7.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $508 | $2,448-79.2% | $2,722-81.3% | $2,111-75.9% |
| Participant deferral / active EE | $2,136 | $3,121-31.6% | $3,402-37.2% | $3,350-36.2% |
| Admin fee / account holder | $13 | $236-94.3% | $3,591-99.6% | $521-97.4% |