Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,226 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $13,521 |
Filed as: CHARLES SCHWAB & CO., INC Service code 27 EL PASO OPERATION CENTER · EL PASO, TX 79998 | Advisory (Plan) | $11,224 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $245,352 | $98,776+148.4% | $149,745+63.8% | $79,856+207.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.85% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,726 | $3,217+78.0% | $4,646+23.3% | $2,471+131.7% |
| Participant deferral / active EE | $10,344 | $5,681+82.1% | $6,843+51.2% | $3,741+176.5% |
| Admin fee / account holder | $341 | $6,053-94.4% | $9,312-96.3% | $5,306-93.6% |