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 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $130,098 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $39,463 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $75,896 | $63,905+18.8% | $74,184+2.3% | $57,658+31.6% |
| Participation rate | 99.3% | 79.8%+19.6pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 7.65% | 60.60%-53.0pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,329 | $1,840+26.5% | $2,370-1.8% | $1,974+18.0% |
| Participant deferral / active EE | $5,826 | $3,448+69.0% | $3,550+64.1% | $3,061+90.4% |
| Admin fee / account holder | $205 | $91+125.0% | $5,586-96.3% | $95+116.8% |