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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $77,992 |
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 | $87,057 | $88,122-1.2% | $141,200-38.3% | $67,584+28.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 15.90% | 75.40%-59.5pp | 71.41%-55.5pp | 378.59%-362.7pp |
| Employer contribution / active EE | $10,077 | $3,224+212.5% | $4,736+112.8% | $2,148+369.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $63 | $131-51.5% | $10,265-99.4% | $142-55.4% |