Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $48,371 |
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 | $86,246 | $46,360+86.0% | $147,617-41.6% | $52,331+64.8% |
| Participation rate | 99.4% | 64.9%+34.5pp | 84.6%+14.8pp | 68.1%+31.3pp |
| Annual return | -1.25% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $7,327 | $2,126+244.6% | $5,564+31.7% | $1,882+289.4% |
| Participant deferral / active EE | $6,045 | $2,258+167.8% | $4,895+23.5% | $3,022+100.0% |
| Admin fee / account holder | $115 | $766-84.9% | $11,612-99.0% | $592-80.5% |