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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $9,139 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,103 |
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 | $38,750 | $52,306-25.9% | $69,779-44.5% | $62,881-38.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 2.04% | 13.35%-11.3pp | 12.99%-11.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $3,125 | $1,799+73.7% | $2,338+33.6% | $2,281+37.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $59 | $3,691-98.4% | $4,381-98.7% | $4,296-98.6% |