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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,943 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,698 | $155,795-50.1% | $136,298-43.0% | $69,634+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.39% | 232464.33%-232451.9pp | 5156.27%-5143.9pp | 27572.26%-27559.9pp |
| Employer contribution / active EE | $10,097 | $2,991+237.6% | $4,696+115.0% | $2,032+396.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $49 | $128-62.1% | $9,244-99.5% | $110-56.0% |