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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 860 W. OLIVE AVE. · MERCED, CA 95348 | Advisory (Plan) | $12,780 |
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 | $57,960 | $54,239+6.9% | $70,098-17.3% | $68,495-15.4% |
| Participation rate | 74.4% | 64.5%+9.9pp | 70.5%+3.9pp | 67.9%+6.5pp |
| Annual return | -10.42% | -13.87%+3.4pp | 190.76%-201.2pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $136 | $4,691-97.1% | $6,266-97.8% | $5,403-97.5% |