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 15 · EIN 13-2638166 | Recordkeeping | $69,314 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,518 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,242 | $58,101+77.7% | $118,914-13.2% | $73,412+40.6% |
| Participation rate | 96.4% | 56.1%+40.3pp | 75.4%+21.0pp | 72.2%+24.2pp |
| Annual return | 11.54% | 20.56%-9.0pp | 35.89%-24.3pp | 59.30%-47.8pp |
| Employer contribution / active EE | $3,479 | $1,445+140.7% | $3,264+6.6% | $2,234+55.7% |
| Participant deferral / active EE | $5,604 | $2,400+133.5% | $4,266+31.4% | $3,806+47.3% |
| Admin fee / account holder | $244 | $138+76.4% | $6,582-96.3% | $158+54.3% |