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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 12-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $117,370 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 7.45% | 9.11%-1.7pp | 10.75%-3.3pp | 18.35%-10.9pp |
| Employer contribution / active EE | $10,409 | $16,122-35.4% | $35,170-70.4% | $14,669-29.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |