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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $1 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 4.87% | 5.61%-0.7pp | 3.99%+0.9pp | 11.88%-7.0pp |
| Employer contribution / active EE | $1,564 | $20,606-92.4% | $38,279-95.9% | $14,612-89.3% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |