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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIALS SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $56,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,460 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,301 | $65,223-47.4% | $80,022-57.1% | $55,725-38.4% |
| Participation rate | 96.2% | 80.6%+15.6pp | 75.8%+20.3pp | 70.9%+25.3pp |
| Annual return | -6.20% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,614 | $2,544-36.6% | $2,468-34.6% | $2,078-22.3% |
| Participant deferral / active EE | $3,821 | $3,881-1.5% | $3,686+3.7% | $3,356+13.9% |
| Admin fee / account holder | $105 | $114-7.9% | $6,521-98.4% | $115-8.6% |