Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,759 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,666 | $53,254+53.4% | $155,574-47.5% | $199,921-59.2% |
| Participation rate | 85.6% | 64.1%+21.5pp | 78.2%+7.4pp | 72.0%+13.6pp |
| Annual return | 12.58% | 41.18%-28.6pp | 64.87%-52.3pp | 34.28%-21.7pp |
| Employer contribution / active EE | $1,455 | $1,848-21.3% | $4,676-68.9% | $3,035-52.1% |
| Participant deferral / active EE | $3,565 | $3,165+12.6% | $5,629-36.7% | $5,089-29.9% |
| Admin fee / account holder | $99 | $186-46.6% | $15,914-99.4% | $269-63.2% |