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 INC4 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $13,152 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,341 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,927 | $71,873-29.1% | $86,698-41.3% | $68,490-25.6% |
| Participation rate | 90.3% | 72.2%+18.0pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -19.27% | 3.54%-22.8pp | 35.96%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,143 | $2,173-47.4% | $2,837-59.7% | $2,597-56.0% |
| Participant deferral / active EE | $4,320 | $3,779+14.3% | $4,656-7.2% | $4,028+7.3% |
| Admin fee / account holder | $246 | $6,110-96.0% | $7,492-96.7% | $5,403-95.4% |