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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $2,054 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,610 | $50,643-15.9% | $106,619-60.0% | $55,167-22.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.0%+22.0pp | 69.0%+31.0pp |
| Annual return | 5.29% | 7.02%-1.7pp | 9.42%-4.1pp | 169.23%-163.9pp |
| Employer contribution / active EE | $2,182 | $1,626+34.2% | $3,947-44.7% | $1,963+11.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $488-96.4% | $6,418-99.7% | $504-96.5% |