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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; Account mainten... | $8,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $89,435-23.9% | $164,975-58.7% | $77,714-12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 23.99% | 28.82%-4.8pp | 70.12%-46.1pp | 31.26%-7.3pp |
| Employer contribution / active EE | $2,475 | $2,563-3.4% | $4,343-43.0% | $2,727-9.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $18 | $340-94.6% | $12,688-99.9% | $433-95.8% |