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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $62,608 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,185 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $95,707 | $124,414-23.1% | $115,167-16.9% | $67,582+41.6% |
| Participation rate | 97.2% | 58.1%+39.1pp | 75.9%+21.2pp | 71.3%+25.9pp |
| Annual return | 20.35% | 29.40%-9.0pp | 35.60%-15.3pp | 378.57%-358.2pp |
| Employer contribution / active EE | $3,223 | $1,454+121.6% | $3,179+1.4% | $2,148+50.1% |
| Participant deferral / active EE | $5,384 | $2,331+131.0% | $4,169+29.1% | $3,539+52.1% |
| Admin fee / account holder | $215 | $361-40.6% | $7,089-97.0% | $142+50.8% |