| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $5,867 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,644 | $99,212+179.9% | $96,564+187.5% | $74,478+272.8% |
| Participation rate | 99.5% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 101.06% | 22.40%+78.7pp | 25.89%+75.2pp | 34.37%+66.7pp |
| Employer contribution / active EE | $15,936 | $2,569+520.2% | $2,967+437.2% | $2,637+504.4% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $7 | $225-96.8% | $8,256-99.9% | $347-98.0% |