Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $12,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,658 | $76,696+220.3% | $96,515+154.5% | $71,511+243.5% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.1pp | 67.9%+31.5pp |
| Annual return | 11.18% | 48.32%-37.1pp | 35.73%-24.5pp | 28.86%-17.7pp |
| Employer contribution / active EE | $14,970 | $3,032+393.8% | $3,740+300.3% | $2,589+478.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $69 | $2,030-96.6% | $6,735-99.0% | $1,588-95.7% |