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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERIC · NEW YORK, NY 10019 | Advisory (Plan) | $29,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,913 | $48,314+53.0% | $67,561+9.4% | $80,925-8.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.22% | 18.28%-5.1pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,369 | $2,022+17.2% | $2,735-13.4% | $2,756-14.1% |
| Participant deferral / active EE | $4,239 | $2,927+44.9% | $4,003+5.9% | $4,299-1.4% |
| Admin fee / account holder | $13 | $3,690-99.6% | $4,006-99.7% | $6,940-99.8% |