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 INC6+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $328,761 |
PRISA2 years Service code 28 C/O PGIM - 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $26,835 |
MSPC6+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $12,300 |
ISSI6+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $11,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,981 | $77,677+156.2% | $109,173+82.3% | $79,391+150.6% |
| Participation rate | 83.8% | 67.8%+16.0pp | 75.9%+7.9pp | 70.7%+13.1pp |
| Annual return | 25.94% | 23.44%+2.5pp | 25.75%+0.2pp | 116.88%-90.9pp |
| Employer contribution / active EE | $9,298 | $2,798+232.3% | $3,723+149.8% | $2,428+283.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,230 | $732+67.9% | $6,755-81.8% | $627+96.3% |