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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,509 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,445 | $58,093-32.1% | $80,022-50.7% | $56,287-29.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -1.39% | 34.63%-36.0pp | 11.22%-12.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,122 | $1,933-41.9% | $2,468-54.5% | $2,111-46.8% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $97 | $623-84.4% | $6,521-98.5% | $521-81.3% |