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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $11,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,865 | $68,681-59.4% | $86,615-67.8% | $85,847-67.5% |
| Participation rate | 54.5% | 66.4%-11.8pp | 71.6%-17.1pp | 69.3%-14.8pp |
| Annual return | 10.14% | 20.12%-10.0pp | 63.51%-53.4pp | 318.61%-308.5pp |
| Employer contribution / active EE | $523 | $1,880-72.2% | $2,496-79.1% | $2,565-79.6% |
| Participant deferral / active EE | $1,711 | $2,919-41.4% | $3,699-53.7% | $3,952-56.7% |
| Admin fee / account holder | $185 | $5,974-96.9% | $5,830-96.8% | $6,261-97.1% |