Filed December 17, 2018
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 37 · EIN 04-2647786 | Loan Processing | $85,724 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $67,512-28.7% | $185,851-74.1% | $93,010-48.2% |
| Participation rate | 82.1% | 67.1%+15.0pp | 81.7%+0.4pp | 73.9%+8.2pp |
| Annual return | 15.87% | 21.04%-5.2pp | 122.11%-106.2pp | 158.70%-142.8pp |
| Employer contribution / active EE | $1,706 | $1,783-4.3% | $5,168-67.0% | $2,705-36.9% |
| Participant deferral / active EE | $3,464 | $3,035+14.1% | $5,569-37.8% | $4,561-24.0% |
| Admin fee / account holder | $83 | $318-73.8% | $16,245-99.5% | $152-45.2% |