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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $144,981 |
UBS FINANCIAL SERVICES INC4 years Service code 99 · EIN 13-2638166 | Other Fees | $82,598 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,006 | $104,336-58.8% | $159,474-73.0% | $86,821-50.5% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.1pp | 72.3%+20.6pp |
| Annual return | 31.44% | 26.32%+5.1pp | 263.68%-232.2pp | 97.94%-66.5pp |
| Employer contribution / active EE | $1,298 | $3,451-62.4% | $4,831-73.1% | $2,406-46.0% |
| Participant deferral / active EE | $3,604 | $6,837-47.3% | $7,353-51.0% | $4,132-12.8% |
| Admin fee / account holder | $178 | $172+3.2% | $10,802-98.4% | $170+4.8% |