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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,584 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,901 | $68,878+74.1% | $120,574-0.6% | $80,935+48.1% |
| Participation rate | 97.6% | 61.7%+35.9pp | 71.9%+25.6pp | 67.7%+29.9pp |
| Annual return | 12.02% | 23.67%-11.6pp | 107.42%-95.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,475 | $2,065+19.8% | $3,471-28.7% | $2,757-10.2% |
| Participant deferral / active EE | $5,257 | $3,189+64.9% | $4,996+5.2% | $4,299+22.3% |
| Admin fee / account holder | $20 | $5,782-99.7% | $9,445-99.8% | $6,924-99.7% |