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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,323 |
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 | $114,119 | $70,002+63.0% | $115,038-0.8% | $52,331+118.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 22.22% | 4.04%+18.2pp | 26.14%-3.9pp | 4.54%+17.7pp |
| Employer contribution / active EE | $3,729 | $2,715+37.4% | $4,608-19.1% | $1,882+98.2% |
| Participant deferral / active EE | $6,025 | $4,920+22.5% | $6,0260% | $3,022+99.3% |
| Admin fee / account holder | $103 | $566-81.8% | $8,175-98.7% | $592-82.6% |