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 27 · EIN 13-2638166 | Advisory (Plan) | $120,355 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,860 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $661,128 | $99,957+561.4% | $149,745+341.5% | $73,497+799.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.29% | 53.87%-37.6pp | 276.72%-260.4pp | 28.51%-12.2pp |
| Employer contribution / active EE | $18,604 | $3,191+483.0% | $4,646+300.4% | $2,270+719.5% |
| Participant deferral / active EE | $12,612 | $6,073+107.7% | $6,843+84.3% | $3,740+237.2% |
| Admin fee / account holder | $732 | $551+32.9% | $9,312-92.1% | $513+42.6% |