Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 29 1776 SECOND STREET · NAPPA, CA 94559 | Legal | $162,463 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $52,930 |
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $33,016 |
Filed as: JOSEPHSON & JOSEPHSON Service code 10 · EIN 13-4092524 | Accounting | $12,000 |
WILMINGTON TRUST1 year Service code 51 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $7,049 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,489 | $47,456-96.9% | $172,752-99.1% | $77,775-98.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 5.59% | 35.57%-30.0pp | 802.97%-797.4pp | 32.58%-27.0pp |
| Employer contribution / active EE | $322 | $1,574-79.5% | $5,144-93.7% | $2,504-87.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $29 | $81-63.6% | $13,955-99.8% | $100-70.6% |