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 INC4 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $48,098 |
KATZ, SAPPER & MILLER4 years Filed as: KATZ TELLER BRANT & HILD A Service code 29 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Legal | $26,447 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $24,500 |
CUNI, RUST & STRENK4 years Filed as: CUNI, RUST & STRENK, INC. Service code 99 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Other Fees | $11,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,967 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,702 | $58,895+366.4% | $178,503+53.9% | $73,497+273.8% |
| Participation rate | 82.2% | 66.2%+16.0pp | 81.9%+0.3pp | 70.7%+11.5pp |
| Annual return | 19.53% | 24.86%-5.3pp | 151.12%-131.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $12,332 | $2,236+451.6% | $5,011+146.1% | $2,270+443.2% |
| Participant deferral / active EE | $10,528 | $2,567+310.1% | $5,202+102.4% | $3,740+181.5% |
| Admin fee / account holder | $38 | $400-90.5% | $13,987-99.7% | $513-92.5% |