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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $22,338 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 200 W HWY 6 · WACO, TX 76712 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $22,479 | $88,203-74.5% | $165,100-86.4% | $74,478-69.8% |
| Participation rate | 35.2% | 73.1%-37.9pp | 78.6%-43.4pp | 67.2%-32.0pp |
| Annual return | 10.52% | 17.13%-6.6pp | 70.21%-59.7pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $2,540 | $2,601-2.3% | $4,348-41.6% | $2,626-3.3% |
| Participant deferral / active EE | $972 | $4,505-78.4% | $6,035-83.9% | $4,350-77.7% |
| Admin fee / account holder | $206 | $2,235-90.8% | $12,696-98.4% | $1,946-89.4% |