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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $59,038 |
TRISHA LEHR1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $39,144 |
LUKE BAECKER1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $29,108 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $15,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,326 | $86,882-82.4% | $150,734-89.8% | $69,255-77.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 4.96% | 10.69%-5.7pp | 600.81%-595.8pp | 26.73%-21.8pp |
| Employer contribution / active EE | $2,521 | $5,194-51.5% | $4,918-48.7% | $2,645-4.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $315 | $630-49.9% | $14,905-97.9% | $733-56.9% |