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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,722 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 61 SO PARAMUS ROAD 2ND FLOOR · PARAMUS, NJ 076521239 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $23,879 | $39,458-39.5% | $60,547-60.6% | $55,191-56.7% |
| Participation rate | 30.2% | 59.6%-29.4pp | 68.0%-37.7pp | 69.2%-38.9pp |
| Annual return | -1.05% | 3.35%-4.4pp | 335.64%-336.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $336 | $1,210-72.2% | $2,419-86.1% | $1,899-82.3% |
| Participant deferral / active EE | $476 | $2,140-77.7% | $3,328-85.7% | $3,046-84.4% |
| Admin fee / account holder | $17 | $95-81.8% | $4,536-99.6% | $91-81.0% |