Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $20,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,252 | $80,748+209.9% | $102,383+144.4% | $74,429+236.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.87% | 27.57%-17.7pp | 24.94%-15.1pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $13,661 | $3,159+332.4% | $3,870+253.0% | $2,625+420.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $102 | $2,371-95.7% | $8,391-98.8% | $1,944-94.8% |