Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $101,421 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $26,972-100.0% | $328,982-100.0% | $26,972-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 97.9%-97.9pp | 99.6%-99.6pp |
| Annual return | -3.87% | 6.65%-10.5pp | -3.64%-0.2pp | 6.65%-10.5pp |
| Employer contribution / active EE | $4,589 | $12,629-63.7% | $32,630-85.9% | $12,629-63.7% |
| Participant deferral / active EE | $0 | $728-100.0% | $6,765-100.0% | $728-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $11,978-100.0% | $4,261-100.0% |