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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $68,405 |
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,902 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $18,298 |
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 | $170,988 | $89,652+90.7% | $141,197+21.1% | $65,186+162.3% |
| Participation rate | 84.2% | 74.7%+9.5pp | 82.5%+1.8pp | 70.2%+14.0pp |
| Annual return | 20.67% | 32.79%-12.1pp | 71.41%-50.7pp | 29.39%-8.7pp |
| Employer contribution / active EE | $3,119 | $3,065+1.8% | $4,736-34.1% | $2,177+43.3% |
| Participant deferral / active EE | $8,253 | $5,691+45.0% | $6,710+23.0% | $3,514+134.9% |
| Admin fee / account holder | $543 | $569-4.5% | $10,265-94.7% | $847-35.9% |