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 INC3+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $45,000 |
BDO USA, LLP1 year Service code 10 P.O. BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $42,435 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,596 | $46,966+248.3% | $185,117-11.6% | $69,631+134.9% |
| Participation rate | 84.8% | 65.3%+19.5pp | 77.3%+7.5pp | 70.7%+14.1pp |
| Annual return | 16.77% | 22.36%-5.6pp | 40.50%-23.7pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $4,061 | $1,360+198.5% | $4,182-2.9% | $2,032+99.8% |
| Participant deferral / active EE | $8,557 | $3,017+183.6% | $5,045+69.6% | $3,224+165.4% |
| Admin fee / account holder | $146 | $94+56.0% | $8,159-98.2% | $110+32.5% |