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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $33,548 |
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 | $233,556 | $57,976+302.8% | $63,018+270.6% | $62,293+274.9% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 13.68% | 17.54%-3.9pp | 87.62%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $8,043 | $2,415+233.1% | $2,761+191.4% | $2,042+293.8% |
| Participant deferral / active EE | $8,036 | $2,956+171.9% | $3,330+141.4% | $3,169+153.6% |
| Admin fee / account holder | $115 | $276-58.3% | $3,601-96.8% | $479-76.0% |