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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,533 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,644 | $99,957-4.3% | $149,730-36.1% | $73,493+30.1% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 11.80% | 53.87%-42.1pp | 276.70%-264.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,234 | $3,191+1.4% | $4,645-30.4% | $2,270+42.5% |
| Participant deferral / active EE | $6,519 | $6,073+7.4% | $6,843-4.7% | $3,740+74.3% |
| Admin fee / account holder | $279 | $551-49.3% | $9,310-97.0% | $513-45.6% |