Filed March 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Other Commissions | $26,179 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,285 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,172 |
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 | $85,521 | $57,103+49.8% | $87,502-2.3% | $57,658+48.3% |
| Participation rate | 74.0% | 64.3%+9.6pp | 73.8%+0.1pp | 70.2%+3.7pp |
| Annual return | 9.74% | 12.71%-3.0pp | 12.21%-2.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $2,787 | $1,107+151.7% | $2,550+9.3% | $1,974+41.2% |
| Participant deferral / active EE | $7,366 | $2,250+227.4% | $3,149+133.9% | $3,061+140.7% |
| Admin fee / account holder | $32 | $281-88.8% | $4,221-99.3% | $95-66.6% |