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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,224 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,168 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $168,696 | $70,917+137.9% | $98,920+70.5% | $73,493+129.5% |
| Participation rate | 82.5% | 73.8%+8.7pp | 76.0%+6.4pp | 70.7%+11.8pp |
| Annual return | 716.70% | 34.18%+682.5pp | 196.47%+520.2pp | 28.51%+688.2pp |
| Employer contribution / active EE | $3,060 | $2,037+50.2% | $2,689+13.8% | $2,270+34.8% |
| Participant deferral / active EE | $6,597 | $3,501+88.4% | $4,245+55.4% | $3,740+76.4% |
| Admin fee / account holder | $257 | $535-51.9% | $6,643-96.1% | $513-49.8% |