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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,353 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $23,100 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $15,273 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 | Direct payment from the plan; Finders... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,121 | $111,608-56.9% | $177,840-72.9% | $73,412-34.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -0.19% | 18.23%-18.4pp | 48.32%-48.5pp | 59.30%-59.5pp |
| Employer contribution / active EE | $5,584 | $3,796+47.1% | $5,919-5.7% | $2,234+150.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $158 | $166-4.7% | $12,431-98.7% | $158-0.1% |