Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (77)
Highest in Peer Group (90)

Plan Description

UBS 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, 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 401k Plan currently has over 31,500 active participants and over $4.6B in plan assets.

Did you know?

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:
4
Additional years of work
117,545
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 677 Washington Boulevard
  • Location
    Stamford , CT
  • 06901-0300
  • Industry
    Finance and Insurance
  • Net Plan Assets
    $4,610,000,000
  • Total Participants
    32,000
  • Avg Account Balance
    $150,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

37

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 20%
N/A
Vanguard Group Target Retirement 18%
N/A
SSgA S&P 500 Index 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Transamerica
Insurance Carrier
Natixis Asset Management Advisors, L.P.
Insurance Carrier
RBC Wealth Management
Recordkeeper
Aon Hewitt
Consultant
Northern Trust
Auditor
Ernst & Young