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 |
|---|---|---|
UHY LLP2+ years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $22,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,752 | $80,177+0.7% | $123,894-34.8% | $57,661+40.0% |
| Participation rate | 82.4% | 74.4%+7.9pp | 81.4%+1.0pp | 70.2%+12.2pp |
| Annual return | 6.74% | 17.90%-11.2pp | 47.52%-40.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,020 | $5,130-2.1% | $5,984-16.1% | $3,061+64.0% |
| Admin fee / account holder | $39 | $106-63.0% | $8,357-99.5% | $95-58.4% |