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Company:
UBS AG
Plan:
UBS Savings And Investment Plan
 

UBS AG

86 Plan: UBS Savings And Investment Plan

 
 
86
43
77
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 $11,000 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.

 

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, Salary Deferral, and Total Plan Cost. UBS Savings And Investment Plan currently has over 13,200 active participants and over $1.5B in plan assets.


 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard Institutional Index 17%
2. Vanguard Prime Money Market 9%
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 $1,500,000,000
Total Participants 13,000
Avg Account Balance $120,000

  Plan Service Providers

Recordkeeper Aon Hewitt
Auditor Mitchell & Titus, LLP