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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $100,039 |
Participant contribution per participant 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 | $78,588 | $75,388+4.2% | $123,553-36.4% | $55,727+41.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 4.37% | 4.48%-0.1pp | 119.21%-114.8pp | 244.94%-240.6pp |
| Employer contribution / active EE | $9,490 | $3,063+209.8% | $4,628+105.1% | $2,078+356.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $87 | $120-27.4% | $9,284-99.1% | $115-24.6% |