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Company:
UBS AG
Plan:
UBS Savings And Investment Plan
 

UBS AG

86 Plan: UBS Savings And Investment Plan

 
 
86
41
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (86) and the top rated plan (90) could equate to:
[How is this calculated?]
4 additional years of work
Up to $18,600 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.

 

Retirement 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 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. UBS Savings And Investment Plan currently has over 13,900 active participants and over $1.3B in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 24
Top 3 Funds in this 401k
1. Vanguard Institutional Index 17%
2. Vanguard Prime Money Market 10%
3. UBS Multi Asset 8%

 Retirement Plan Details

Address 677 Washington Boulevard
Stamford, CT 06901-0300 
Industry Finance and Insurance
Administrator Vincent Raimondi
Net Plan Assets $1,340,000,000
Total Participants 14,000
Avg Account Balance $100,000

  Plan Service Providers

Recordkeeper Aon Hewitt EnnisKnupp
Auditor Mitchell & Titus, LLP

 Comments