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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 33 · EIN 13-2638166 200 PARK AVE., 18TH FLOOR · NEW YORK, NY 10166 | Securities brokerage commissions and ... | $8,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $89,465-23.9% | $165,071-58.7% | $77,736-12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 23.99% | 28.86%-4.9pp | 70.17%-46.2pp | 31.26%-7.3pp |
| Employer contribution / active EE | $2,475 | $2,565-3.5% | $4,347-43.1% | $2,728-9.3% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $340-94.6% | $12,695-99.9% | $433-95.8% |