Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 15 · EIN 13-2638166 | Recordkeeping | $11,404 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,990 | $69,383+3.8% | $101,275-28.9% | $73,497-2.0% |
| Participation rate | 91.4% | 68.4%+23.0pp | 75.8%+15.6pp | 70.7%+20.7pp |
| Annual return | 6.82% | 18.46%-11.6pp | 46.48%-39.7pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,613 | $2,628-38.6% | $3,660-55.9% | $2,270-28.9% |
| Participant deferral / active EE | $6,128 | $3,301+85.7% | $4,371+40.2% | $3,740+63.9% |
| Admin fee / account holder | $172 | $704-75.6% | $5,948-97.1% | $513-66.5% |