Filed January 21, 2026
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 20 PACIFICA · IRVINE, CA 926187469 | Advisory (Plan) | $41,603 |
TIAA3 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $25,402 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,352 | $74,706-48.7% | $75,696-49.3% | $79,386-51.7% |
| Participation rate | 93.9% | 75.3%+18.5pp | 74.8%+19.0pp | 70.7%+23.2pp |
| Annual return | 28.88% | 18.52%+10.4pp | 104.53%-75.6pp | 116.85%-88.0pp |
| Employer contribution / active EE | $3,163 | $2,590+22.1% | $2,743+15.3% | $2,427+30.3% |
| Participant deferral / active EE | $3,106 | $3,533-12.1% | $3,821-18.7% | $4,046-23.2% |
| Admin fee / account holder | $251 | $374-33.1% | $3,619-93.1% | $626-60.0% |