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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $21,614 |
UBS FINANCIAL SERVICES INC4 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.
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 | $14,700 | $86,225-83.0% | $146,685-90.0% | $86,813-83.1% |
| Participation rate | 29.8% | 78.0%-48.2pp | 80.1%-50.2pp | 72.3%-42.5pp |
| Annual return | 12.09% | 31.23%-19.1pp | 22.75%-10.7pp | 97.93%-85.8pp |
| Employer contribution / active EE | $880 | $2,392-63.2% | $4,137-78.7% | $2,406-63.4% |
| Participant deferral / active EE | $2,325 | $4,245-45.2% | $5,507-57.8% | $4,131-43.7% |
| Admin fee / account holder | $47 | $195-75.9% | $10,281-99.5% | $170-72.3% |