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 INC2 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $49,986 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 · EIN 31-0800053 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,115 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ TELLER BRANT & HILD A Service code 29 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Legal | $5,951 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC. Service code 99 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Other Fees | $4,550 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
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 | $153,733 | $47,977+220.4% | $154,108-0.2% | $56,289+173.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.09% | 3.54%-9.6pp | 735.21%-741.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $13,343 | $2,169+515.3% | $5,298+151.9% | $2,111+532.0% |
| Participant deferral / active EE | $8,827 | $2,392+269.1% | $5,081+73.7% | $3,350+163.5% |
| Admin fee / account holder | $38 | $438-91.2% | $13,411-99.7% | $521-92.6% |