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) | $61,174 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,428 |
Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 99 · EIN 31-1582098 | Other Fees | $19,938 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,989 |
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 | $145,824 | $91,424+59.5% | $135,942+7.3% | $71,495+104.0% |
| Participation rate | 98.8% | 75.7%+23.1pp | 81.9%+16.9pp | 67.9%+30.8pp |
| Annual return | 17.16% | 29.90%-12.7pp | 68.28%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,899 | $7,092+39.6% | $7,759+27.6% | $4,291+130.7% |
| Admin fee / account holder | $300 | $1,266-76.3% | $10,764-97.2% | $1,588-81.1% |