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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $181,826 |
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 | $139,643 | $122,128+14.3% | $147,117-5.1% | $200,096-30.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 9.59% | 30.58%-21.0pp | 420.54%-410.9pp | 34.26%-24.7pp |
| Employer contribution / active EE | $12,053 | $4,093+194.5% | $4,932+144.4% | $3,038+296.8% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $103 | $180-42.7% | $12,993-99.2% | $269-61.8% |