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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 860 W. OLIVE AVE. · MERCED, CA 95348 | Advisory (Plan) | $10,235 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,360 | $58,927-34.9% | $76,823-50.1% | $72,983-47.4% |
| Participation rate | 90.6% | 67.3%+23.3pp | 72.1%+18.5pp | 69.5%+21.1pp |
| Annual return | 7.54% | 2305.64%-2298.1pp | 1166.42%-1158.9pp | 81.01%-73.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $85 | $4,013-97.9% | $6,422-98.7% | $5,124-98.3% |