Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,449 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $20,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,487 | $80,674-12.6% | $119,126-40.8% | $64,340+9.6% |
| Participation rate | 97.8% | 55.2%+42.6pp | 75.8%+22.1pp | 55.2%+42.6pp |
| Annual return | 6.35% | 26.86%-20.5pp | 282.11%-275.8pp | 24.14%-17.8pp |
| Employer contribution / active EE | $2,494 | $2,564-2.8% | $4,034-38.2% | $1,862+33.9% |
| Participant deferral / active EE | $7,276 | $3,053+138.3% | $5,318+36.8% | $2,980+144.1% |
| Admin fee / account holder | $189 | $4,559-95.9% | $10,693-98.2% | $3,703-94.9% |