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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 72 · EIN 13-2638166 333 EARLE OVINGTON BLVD · UNIONDALE, NY 115533622 | Other investment fees and expenses | $8,070 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,678-100.0% | $75,784-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.8%-75.8pp | 68.7%-68.7pp |
| Annual return | -6.61% | 2.95%-9.6pp | 9.68%-16.3pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $2,405 | $2,193+9.7% | $3,323-27.6% | $2,203+9.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |