UBS Financial Services Inc.
81
Plan:
Ubs Financial Services Inc. 401K Plus Plan
41
78
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (81) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
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 Financial Services Inc. 401K Plus Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Ubs Financial Services Inc. 401K Plus Plan currently has over 21,600 active participants and over $2.0B in plan assets.
Retirement Plan Details
| Address |
1000 Harbor Blvd., 10th Fl
Weehawken, NJ 07086-6790 |
| Industry | Securities Brokerage |
| Administrator | Matthew Levitan |
| Net Plan Assets | $1,970,000,000 |
| Total Participants | 22,000 |
| Avg Account Balance | $95,000 |
Compare Other Companies in Peer Group
| Credit Suisse Securities USA LLC | 88.4 |
| The Charles Schwab | 83.4 |
| RBC USA Holding | 78.1 |
| Edward D. Jones & Co. | 75.7 |
| Merrill Lynch & Co. | 62.1 |
| Wells Fargo & Company | 49.8 |



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