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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,838 | $52,961-55.0% | $172,752-86.2% | $65,185-63.4% |
| Participation rate | 41.3% | 66.2%-24.9pp | 82.6%-41.4pp | 70.2%-28.9pp |
| Annual return | 20.28% | 30.12%-9.8pp | 802.97%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $485 | $2,190-77.9% | $5,144-90.6% | $2,177-77.7% |
| Participant deferral / active EE | $1,207 | $2,471-51.2% | $5,198-76.8% | $3,514-65.7% |
| Admin fee / account holder | $16 | $472-96.7% | $13,955-99.9% | $847-98.2% |