UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN
Plan Contact
- Address: 1000 HARBOR BLVD., 10TH FL,WEEHAWKEN,NJ
- Contact person: MICHAEL O'CONNOR
- Phone: (201) 352-4880
Plan General Information
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is $48,158,174.00.This plan was established in 2000.
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is 410
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Average Participant Retirement Account Value
In 2014, the average participant retirement account value for UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is $117,458.00
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is $9,090.00.
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is approximately $3,435.00
Investing in this additonal $3,435.00 for 20 years would give you extra $219,881.00, assuming a 10% annual return.
Investing in this additonal $3,435.00 for 20 years would give you extra $219,881.00, assuming a 10% annual return.
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Total Employer Contribution and Match Rate
In 2014, UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN allocates $1,408,614.00 to match its employees' contributions, providing an employer match rate of 75.59% of their contributions
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is -11.26%.
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is 2.89%. This measures the effectiveness of the plan participants' investments in the year.
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN Expense Ratio
In 2014, the investment and administrative expense ratio of UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO SAVINGS PLUS PLAN is 0.00%.
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