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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,271 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,367 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,539 | $73,532+55.8% | $178,505-35.8% | $74,478+53.8% |
| Participation rate | 98.0% | 66.6%+31.4pp | 77.1%+20.8pp | 67.2%+30.7pp |
| Annual return | 11.87% | 17.49%-5.6pp | 27.16%-15.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,018 | $2,221+81.0% | $3,955+1.6% | $2,626+53.0% |
| Participant deferral / active EE | $9,694 | $4,519+114.5% | $6,280+54.4% | $4,350+122.8% |
| Admin fee / account holder | $53 | $1,813-97.1% | $10,428-99.5% | $1,946-97.3% |