Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,288 |
HAM, LANGSTON & BREZINA, LLP2+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $10,585 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $9,251 |
RETIREMENT HORIZONS INC.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $7,882 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,576 | $48,064-26.0% | $78,778-54.8% | $69,631-48.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 11.92% | 21.81%-9.9pp | 35.62%-23.7pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $337 | $744-54.7% | $1,986-83.0% | $2,032-83.4% |
| Participant deferral / active EE | $1,987 | $2,079-4.4% | $2,958-32.8% | $3,224-38.4% |
| Admin fee / account holder | $128 | $152-16.0% | $5,134-97.5% | $110+15.7% |