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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $42,433 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,843 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,901 | $58,292+38.8% | $86,640-6.6% | $71,511+13.1% |
| Participation rate | 97.2% | 65.0%+32.2pp | 71.7%+25.5pp | 67.9%+29.3pp |
| Annual return | 21.19% | 21.63%-0.4pp | 592.52%-571.3pp | 28.86%-7.7pp |
| Employer contribution / active EE | $4,421 | $2,574+71.8% | $3,024+46.2% | $2,589+70.8% |
| Participant deferral / active EE | $7,769 | $3,438+126.0% | $4,438+75.0% | $4,291+81.1% |
| Admin fee / account holder | $289 | $1,057-72.6% | $5,616-94.8% | $1,588-81.8% |