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 |
|---|---|---|
Service code 49 · EIN 51-6112573 | Other Services | $124,667 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $58,033 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,000 |
LIZ HERNANDEZ1+ years Filed as: LIZ HERNNADEZ Service code 30 · EIN 11-1945541 | Employee (plan); Direct payment from ... | $37,490 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $33,716 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 13-0127290 | Contract Administrator | $10,562 |
Filed as: KLEIN ZELMAN ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $10,188 |
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 | $191,102 | $48,277+295.8% | $63,244+202.2% | $55,191+246.3% |
| Participation rate | 99.1% | 69.4%+29.7pp | 71.0%+28.1pp | 69.2%+29.9pp |
| Annual return | -0.31% | 2.37%-2.7pp | -70.31%+70.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $9,178 | $1,592+476.6% | $2,322+295.3% | $1,899+383.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $572 | $86+565.5% | $5,893-90.3% | $91+530.3% |