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 INC3+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $207,503 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $39,750 |
THE SEGAL COMPANY2 years Filed as: SEGAL CO. Service code 16 · EIN 13-1835864 | Consulting | $29,033 |
MSPC3+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $12,781 |
ISSI3+ years Service code 16 · EIN 23-2182079 | Consulting | $8,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,449-100.0% | $83,831-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | 8.48% | -1.38%+9.9pp | 850.99%-842.5pp | -9.96%+18.4pp |
| Employer contribution / active EE | $7,634 | $2,430+214.1% | $3,631+110.2% | $2,111+261.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |