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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $10,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,737 | $53,546-55.7% | $69,890-66.0% | $68,490-65.3% |
| Participation rate | 57.0% | 64.5%-7.6pp | 70.5%-13.5pp | 67.9%-10.9pp |
| Annual return | -16.81% | -13.87%-2.9pp | 190.84%-207.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $530 | $2,019-73.8% | $2,560-79.3% | $2,597-79.6% |
| Participant deferral / active EE | $1,713 | $2,957-42.1% | $3,848-55.5% | $4,028-57.5% |
| Admin fee / account holder | $160 | $4,693-96.6% | $6,267-97.4% | $5,403-97.0% |