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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $66,127 |
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 | $1,212 | $44,989-97.3% | $170,435-99.3% | $77,958-98.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | -1.54% | 19.61%-21.2pp | 205.94%-207.5pp | 20.87%-22.4pp |
| Employer contribution / active EE | $140 | $1,466-90.4% | $5,432-97.4% | $2,310-93.9% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $69-88.2% | $13,881-99.9% | $97-91.6% |