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 72 · EIN 04-1590850 | Other investment fees and expenses | $82,528 |
UBS FINANCIAL SERVICES INC3+ years Service code 16 1000 HARBOR PLACE · WEEHAWKEN, NJ 07086 | Consulting | $64,507 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $28,425 |
THE BOGHDAN GROUP3+ years Service code 16 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Consulting | $21,250 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPAS INC Service code 10 · EIN 34-1638235 | Accounting | $8,500 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Filed as: JANUS Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,424 | $221,442-47.4% | $92,239+26.2% | $77,958+49.3% |
| Participation rate | 99.4% | 79.6%+19.8pp | 76.5%+23.0pp | 71.6%+27.8pp |
| Annual return | 14.03% | 15.65%-1.6pp | 176.29%-162.3pp | 20.87%-6.8pp |
| Employer contribution / active EE | $6,246 | $3,226+93.6% | $3,680+69.8% | $2,310+170.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $175 | $210-16.3% | $5,194-96.6% | $97+80.2% |