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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $162,495 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,716 | $95,388+42.3% | $125,401+8.2% | $77,906+74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | 3.42% | 116.19%-112.8pp | 572.53%-569.1pp | 12.16%-8.7pp |
| Employer contribution / active EE | $11,503 | $3,666+213.7% | $4,816+138.9% | $2,846+304.1% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $105 | $119-11.3% | $10,008-98.9% | $133-20.5% |