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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $11,499 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,180 | $37,213-96.8% | $156,551-99.2% | $63,975-98.2% |
| Participation rate | 99.9% | 65.0%+34.9pp | 84.0%+15.9pp | 71.1%+28.8pp |
| Annual return | -79.63% | 47.89%-127.5pp | 32.23%-111.9pp | 48.65%-128.3pp |
| Employer contribution / active EE | $1,580 | $1,357+16.4% | $5,501-71.3% | $2,182-27.6% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $56-96.9% | $13,028-100.0% | $70-97.5% |