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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $13,890 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 · EIN 26-3523944 | Bank Trustee | $9,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,208 | $85,766-28.6% | $136,297-55.1% | $70,124-12.7% |
| Participation rate | 28.4% | 74.2%-45.8pp | 81.9%-53.5pp | 69.5%-41.1pp |
| Annual return | 14.57% | 31.45%-16.9pp | 5156.19%-5141.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,346 | $5,051-73.3% | $6,247-78.4% | $3,332-59.6% |
| Admin fee / account holder | $802 | $5,420-85.2% | $9,244-91.3% | $4,645-82.7% |