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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,452 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,360 | $47,479+48.2% | $62,929+11.8% | $82,448-14.7% |
| Participation rate | 98.6% | 66.9%+31.7pp | 73.1%+25.5pp | 68.1%+30.5pp |
| Annual return | 14.04% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,351 | $1,885+24.7% | $2,505-6.1% | $2,551-7.8% |
| Participant deferral / active EE | $4,603 | $2,870+60.4% | $3,888+18.4% | $4,139+11.2% |
| Admin fee / account holder | $37 | $3,804-99.0% | $5,065-99.3% | $7,234-99.5% |