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Company:
UBS United States Operations
Plan:
UBS Savings And Investment Plan
 

UBS United States Operations

85 Plan: UBS Savings And Investment Plan

 
 
85
43
78
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (85) and the top rated plan (90) could equate to:
[How is this calculated?]
5 additional years of work
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 85. This plan is 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 11,700 active participants and over $1.7B in plan assets.


 Investment Menu Statistics

No. of Investment Options
12
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Total Other Investments 35%
2. Vanguard Institutional Index 21%
3. Vanguard Prime Money Market 7%

 Retirement Plan Details

Address 677 Washington Boulevard
Stamford, CT 06901-0300 
Industry Finance and Insurance
Administrator Matt Small
Net Plan Assets $1,700,000,000
Total Participants 12,000
Avg Account Balance $150,000

 
Plan Service Providers

Recordkeeper Aon Hewitt
Auditor Mitchell & Titus, LLP