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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-5674085 | Securities brokerage; Float revenue; ... | $303,447 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,683 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -2.39% | -0.16%-2.2pp | -1.68%-0.7pp | 2.81%-5.2pp |
| Employer contribution / active EE | $53,867 | $33,118+62.7% | $44,959+19.8% | $16,358+229.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |