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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,168 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $12,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,913 | $50,458+58.4% | $159,991-50.1% | $64,814+23.3% |
| Participation rate | 55.6% | 68.0%-12.4pp | 78.0%-22.4pp | 71.5%-15.9pp |
| Annual return | -14.03% | -13.42%-0.6pp | 408.82%-422.8pp | 32.84%-46.9pp |
| Employer contribution / active EE | $953 | $1,722-44.7% | $4,225-77.5% | $2,507-62.0% |
| Participant deferral / active EE | $4,074 | $4,004+1.8% | $6,183-34.1% | $4,310-5.5% |
| Admin fee / account holder | $379 | $706-46.3% | $8,715-95.6% | $188+102.0% |