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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $162,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,110 | $120,450+15.5% | $159,495-12.8% | $93,010+49.6% |
| Participation rate | 99.9% | 78.0%+21.9pp | 82.8%+17.1pp | 73.9%+26.0pp |
| Annual return | 39.47% | 27.11%+12.4pp | 263.72%-224.2pp | 158.70%-119.2pp |
| Employer contribution / active EE | $11,395 | $3,526+223.2% | $4,831+135.9% | $2,705+321.2% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $113 | $137-17.5% | $10,804-99.0% | $152-25.6% |