Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,622 |
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 | $185,142 | $100,801+83.7% | $149,730+23.7% | $73,412+152.2% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 16.08% | 265.34%-249.3pp | 276.70%-260.6pp | 59.30%-43.2pp |
| Employer contribution / active EE | $3,756 | $3,312+13.4% | $4,645-19.1% | $2,234+68.2% |
| Participant deferral / active EE | $11,921 | $6,404+86.1% | $6,843+74.2% | $3,806+213.3% |
| Admin fee / account holder | -$7 | $181-104.1% | $9,310-100.1% | $158-104.7% |