BrightScope Rating
Company:
UBS AG
Plan:
UBS Savings And Investment Plan
UBS AG
83
Plan:
UBS Savings And Investment Plan
6
64
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (83) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
5 additional years of work Up to $265,000 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan
and do not take into account other retirement plans and programs offered by this employer.
Plan Description
UBS Savings And Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Salary Deferrals, Total Plan Cost, and Account Balances. UBS Savings And Investment Plan currently has over 10,600 active participants and over $1.4B in plan assets.
Plan Details
| Address | 677 Washington Blvd Stamford, CT 06901 |
| Industry | Investment Banking & Securities Dealing |
| Administrator | Edward O'Dowd |
| Net Plan Assets | $1,480,000,000 |
| Total Participants | 16,000 |
| Avg Account Balance | $93,000 |
Top 3 Investment Holdings
| 1. | Vanguard 500 Index | 19% |
| 2. | Artio International Equity | 15% |
| 3. | UBS Multi Asset | 10% |
Other Companies in Peer Group
| The Northern Trust Company | 76.3 |
| ABN AMRO Bank, N.V. | 74.5 |
| Principal Life Insurance Company | 74.1 |
| ING Groep N.V. | 70.5 |
| Fidelity National Financial | 69.6 |
| Aegon USA | 67.8 |
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