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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $89,932 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $11,445 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,863 | $62,267+49.1% | $110,238-15.8% | $55,725+66.6% |
| Participation rate | 75.8% | 78.1%-2.3pp | 79.8%-4.0pp | 70.9%+5.0pp |
| Annual return | -6.43% | -1.07%-5.4pp | 314.74%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,990 | $1,941+54.0% | $3,826-21.9% | $2,078+43.9% |
| Participant deferral / active EE | $4,344 | $3,516+23.5% | $4,672-7.0% | $3,356+29.5% |
| Admin fee / account holder | $274 | $121+126.4% | $8,547-96.8% | $115+137.6% |