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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $14,328 |
UBS FINANCIAL SERVICES INC2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,274 | $86,341-81.2% | $125,192-87.0% | $65,185-75.0% |
| Participation rate | 14.2% | 75.3%-61.1pp | 79.8%-65.6pp | 70.2%-56.0pp |
| Annual return | 21.85% | 27.44%-5.6pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,333 | $3,538-62.3% | $4,937-73.0% | $3,514-62.1% |
| Admin fee / account holder | $35 | $609-94.2% | $9,704-99.6% | $847-95.8% |