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 Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,295 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,846 |
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 | $53,378 | $101,591-47.5% | $147,096-63.7% | $74,429-28.3% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.8pp |
| Annual return | 15.71% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $3,006 | $3,813-21.2% | $4,936-39.1% | $2,625+14.5% |
| Participant deferral / active EE | $6,047 | $7,302-17.2% | $8,071-25.1% | $4,348+39.1% |
| Admin fee / account holder | $343 | $1,750-80.4% | $13,005-97.4% | $1,944-82.3% |