Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,798 | $71,230+76.6% | $93,727+34.2% | $80,959+55.4% |
| Participation rate | 84.4% | 60.4%+24.0pp | 68.7%+15.7pp | 67.7%+16.7pp |
| Annual return | 14.20% | 11.26%+2.9pp | 133.83%-119.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,791 | $1,565+14.4% | $2,421-26.0% | $2,757-35.1% |
| Participant deferral / active EE | $3,820 | $4,037-5.4% | $4,417-13.5% | $4,300-11.2% |
| Admin fee / account holder | $507 | $6,961-92.7% | $8,292-93.9% | $6,925-92.7% |