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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $21,174 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,806 | $18,8060% | $171,071-89.0% | $105,125-82.1% |
| Participation rate | 100.0% | 16.7%+83.3pp | 37.4%+62.6pp | 14.6%+85.4pp |
| Annual return | -4.27% | -1.00%-3.3pp | -3.19%-1.1pp | 10.56%-14.8pp |
| Employer contribution / active EE | $270 | $16,990-98.4% | $48,658-99.4% | $13,643-98.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $211 | $2110% | $5,129-95.9% | $3,354-93.7% |