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 INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 07086 | Consulting Fees | $20,481 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 58-0566126 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $818 |
TIAA9+ years Service code 70 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Consulting Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,260 | $58,292-0.1% | $86,640-32.8% | $71,511-18.5% |
| Participation rate | 93.3% | 65.0%+28.3pp | 71.7%+21.6pp | 67.9%+25.4pp |
| Annual return | 17.31% | 21.63%-4.3pp | 592.52%-575.2pp | 28.86%-11.5pp |
| Employer contribution / active EE | $1,024 | $2,574-60.2% | $3,024-66.2% | $2,589-60.5% |
| Participant deferral / active EE | $5,674 | $3,438+65.1% | $4,438+27.9% | $4,291+32.3% |
| Admin fee / account holder | $158 | $1,057-85.0% | $5,616-97.2% | $1,588-90.0% |