Ubs Savings And Investment Plan

Wealthminder's Take

Ubs Savings And Investment Plan at Ubs Ag in the Finance and Insurance industry has 4 investment options, and a total of $1,724,632,411.00 in assets. With 11,729 participants, the Ubs Savings And Investment Plan has an average balance per participant of $147,040.02.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
27
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
18
Company Match Level
14
Employee Participation Rate
33
Employee Contribution Level
23
Average Balance Size
68
Ubs Ag Details
Address
677 Washington Boulevard
Stamford, CT 06901-0300
Telephone
201-352-4880
Total Assets
$1,724,632,411.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
11,729
Plan Investment Options
Name
Sponsor
Current Value
Ubs Multi Asset Portfolio
Ubs Group Trust
$125,970,731.00
Harding Loevner Intl Eq Coll Fd
Harding Loevner
$86,356,568.00
Blk Acwi Ex-us Imi Non- Lendable Fd
Blackrock
$19,075,463.00
Allianzi Nfj Interntinal Value Cit
Allianz Global Investors
$5,609,036.00
Service Providers
  • State Street Global Advisors
  • Hewitt Associates Llc
  • Pimco
  • Ge Asset Management, Inc.
  • Loomis Sayles And Co., L.p.
  • Royce And Associates Llc
  • T. Rowe Price Associates, Inc.
  • Ubs Global Asset Mgmt Americas, Inc
  • Vanguard Group, Inc.
  • Sei Trust Company
  • Blackrock
  • Global Trust Company
  • J P Morgan
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