Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $24,095 |
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 | $518,933 | $65,437+693.0% | $86,698+498.6% | $66,949+675.1% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | 1.46% | -10.91%+12.4pp | 35.96%-34.5pp | 1.57%-0.1pp |
| Employer contribution / active EE | $23,815 | $2,154+1005.8% | $2,837+739.5% | $2,545+835.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $10 | $642-98.4% | $7,492-99.9% | $594-98.2% |