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 INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,727 | $65,125+47.0% | $143,797-33.4% | $66,949+43.0% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -13.57% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $5,181 | $2,362+119.3% | $4,952+4.6% | $2,545+103.5% |
| Participant deferral / active EE | $3,007 | $2,920+3.0% | $5,638-46.7% | $4,239-29.1% |
| Admin fee / account holder | $274 | $503-45.4% | $14,679-98.1% | $594-53.8% |