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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE, INC. Service code 27 860 W. OLIVE AVE. · MERCED, CA 95348 | Advisory (Plan) | $10,671 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,964 | $50,385-12.7% | $75,501-41.8% | $62,293-29.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 21.32% | 19.90%+1.4pp | 27.35%-6.0pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $76 | $384-80.3% | $5,801-98.7% | $479-84.2% |