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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,649 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,823 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,496 | $51,223+27.9% | $82,763-20.9% | $66,949-2.2% |
| Participation rate | 95.4% | 67.9%+27.5pp | 72.6%+22.8pp | 69.8%+25.6pp |
| Annual return | -16.17% | -9.85%-6.3pp | 702.45%-718.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $3,417 | $2,611+30.9% | $3,008+13.6% | $2,545+34.2% |
| Participant deferral / active EE | $6,195 | $3,460+79.0% | $4,395+41.0% | $4,239+46.1% |
| Admin fee / account holder | $263 | $415-36.7% | $5,325-95.1% | $594-55.7% |