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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,184 |
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 | $213,055 | $102,661+107.5% | $151,645+40.5% | $66,949+218.2% |
| Participation rate | 98.2% | 85.5%+12.6pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -16.68% | -10.81%-5.9pp | 3.34%-20.0pp | 1.57%-18.2pp |
| Employer contribution / active EE | $5,349 | $4,184+27.9% | $6,165-13.2% | $2,545+110.2% |
| Participant deferral / active EE | $11,215 | $6,645+68.8% | $8,363+34.1% | $4,239+164.6% |
| Admin fee / account holder | $346 | $630-45.1% | $11,614-97.0% | $594-41.7% |