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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $164,227 |
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 | $136,909 | $107,415+27.5% | $135,998+0.7% | $80,187+70.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 8.77% | 91.99%-83.2pp | 68.37%-59.6pp | 40.40%-31.6pp |
| Employer contribution / active EE | $11,212 | $3,878+189.1% | $4,860+130.7% | $2,980+276.3% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $99 | $127-21.9% | $10,769-99.1% | $145-31.6% |