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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $50,624 |
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 | $102,913 | $55,453+85.6% | $170,435-39.6% | $62,293+65.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.12% | 21.38%-6.3pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $7,356 | $2,164+240.0% | $5,432+35.4% | $2,042+260.2% |
| Participant deferral / active EE | $5,759 | $2,303+150.1% | $4,939+16.6% | $3,169+81.7% |
| Admin fee / account holder | $103 | $455-77.4% | $13,881-99.3% | $479-78.5% |