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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $15,606 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
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 | $23,392 | $59,186-60.5% | $76,768-69.5% | $56,287-58.4% |
| Participation rate | 88.0% | 75.2%+12.8pp | 77.0%+11.1pp | 69.9%+18.2pp |
| Annual return | -5.94% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $775 | $1,759-55.9% | $2,485-68.8% | $2,111-63.3% |
| Participant deferral / active EE | $2,222 | $3,255-31.7% | $3,852-42.3% | $3,350-33.7% |
| Admin fee / account holder | $152 | $489-68.9% | $6,675-97.7% | $521-70.8% |