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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 | Advisory (Plan) | $3,793 |
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 | $47,082 | $54,368-13.4% | $117,039-59.8% | $62,293-24.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.65% | 21.77%-9.1pp | 18.95%-6.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,185 | $1,692+29.1% | $3,785-42.3% | $2,042+7.0% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $33 | $493-93.3% | $5,974-99.4% | $479-93.1% |