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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $17,324 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,570 | $82,279-82.3% | $78,002-81.3% | $63,975-77.2% |
| Participation rate | 94.4% | 84.7%+9.7pp | 75.5%+18.8pp | 71.1%+23.2pp |
| Annual return | 6.72% | 11.20%-4.5pp | 425.99%-419.3pp | 48.65%-41.9pp |
| Employer contribution / active EE | $986 | $3,297-70.1% | $2,470-60.1% | $2,182-54.8% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-99.9% | $5,481-100.0% | $70-99.9% |