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 27 · EIN 13-2638166 | Advisory (Plan) | $94,211 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $49,863 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $718,520 | $101,672+606.7% | $147,117+388.4% | $74,478+864.7% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 14.11% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $16,590 | $3,813+335.1% | $4,932+236.3% | $2,626+531.7% |
| Participant deferral / active EE | $11,749 | $7,305+60.8% | $8,065+45.7% | $4,350+170.1% |
| Admin fee / account holder | $758 | $1,753-56.7% | $12,993-94.2% | $1,946-61.0% |