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 INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,211 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLP. Service code 10 PO BOX 632238 · CINCINNATI, OH 45263 | Accounting | $14,700 |
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 | $140,499 | $41,016+242.5% | $152,093-7.6% | $64,097+119.2% |
| Participation rate | 88.2% | 51.3%+36.8pp | 77.8%+10.4pp | 55.2%+33.0pp |
| Annual return | 13.08% | 39.60%-26.5pp | 66.36%-53.3pp | 34.64%-21.6pp |
| Employer contribution / active EE | $3,751 | $1,342+179.4% | $4,175-10.2% | $1,891+98.3% |
| Participant deferral / active EE | $3,560 | $1,927+84.7% | $5,451-34.7% | $3,080+15.6% |
| Admin fee / account holder | $383 | $2,305-83.4% | $14,497-97.4% | $3,454-88.9% |