Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,503 | $99,957-1.5% | $149,745-34.2% | $73,497+34.0% |
| Participation rate | 73.9% | 75.7%-1.8pp | 82.5%-8.6pp | 70.7%+3.2pp |
| Annual return | 12.56% | 53.87%-41.3pp | 276.72%-264.2pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,497 | $3,191-53.1% | $4,646-67.8% | $2,270-34.0% |
| Participant deferral / active EE | $6,961 | $6,073+14.6% | $6,843+1.7% | $3,740+86.1% |
| Admin fee / account holder | $16 | $551-97.1% | $9,312-99.8% | $513-96.8% |