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 INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $51,626 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,853 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,897 | $55,230+46.5% | $79,580+1.7% | - |
| Participation rate | 94.9% | 62.4%+32.6pp | 69.5%+25.5pp | - |
| Annual return | -18.18% | -17.05%-1.1pp | 0.15%-18.3pp | - |
| Employer contribution / active EE | $2,877 | $1,304+120.6% | $2,413+19.2% | - |
| Participant deferral / active EE | $10,006 | $2,804+256.8% | $3,985+151.1% | - |
| Admin fee / account holder | $324 | $7,320-95.6% | $6,835-95.3% | - |