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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $115,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,566 |
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 | $153,620 | $48,471+216.9% | $182,558-15.9% | $67,582+127.3% |
| Participation rate | 93.3% | 67.2%+26.1pp | 78.0%+15.3pp | 71.3%+22.0pp |
| Annual return | 26.13% | 31.08%-5.0pp | 148.59%-122.5pp | 378.57%-352.4pp |
| Employer contribution / active EE | $5,116 | $1,461+250.2% | $4,076+25.5% | $2,148+138.2% |
| Participant deferral / active EE | $11,564 | $3,324+247.9% | $5,526+109.3% | $3,539+226.7% |
| Admin fee / account holder | $210 | $151+38.9% | $8,594-97.6% | $142+47.6% |