Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $74,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,949 | $57,921-17.2% | $84,753-43.4% | $57,658-16.8% |
| Participation rate | 98.4% | 72.9%+25.4pp | 76.6%+21.8pp | 70.2%+28.1pp |
| Annual return | 6.05% | 10.24%-4.2pp | 22.78%-16.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $7,771 | $2,598+199.1% | $3,574+117.4% | $1,974+293.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $164 | $130+26.8% | $5,333-96.9% | $95+73.9% |