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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,616 |
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 | $128,653 | $75,183+71.1% | $123,894+3.8% | $55,167+133.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.60% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $4,445 | $2,823+57.4% | $4,617-3.7% | $1,963+126.5% |
| Participant deferral / active EE | $6,910 | $5,084+35.9% | $5,984+15.5% | $3,054+126.2% |
| Admin fee / account holder | $101 | $663-84.8% | $8,357-98.8% | $504-80.0% |