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 INC2+ years Filed as: UBS FINANCIA SERVICES Service code 27 2902 COLBY AVE. · EVERETT, WA 98201 | Advisory (Plan) | $20,162 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,808 | $54,368-70.9% | $117,039-86.5% | $62,293-74.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.34% | 21.77%-8.4pp | 18.95%-5.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,392 | $1,692-17.7% | $3,785-63.2% | $2,042-31.8% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $93 | $493-81.2% | $5,974-98.4% | $479-80.7% |