Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $90,204 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,852 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $55,730 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,929 |
FIDUCIARY WISE, LLC4+ years Filed as: FIDUCIARY WISE LLC Service code 99 500 E BENRICH DR · GILBERT, AZ 85295 | Other Fees | $20,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,816 | $103,590-71.2% | $86,656-65.6% | $103,590-71.2% |
| Participation rate | 22.6% | 73.3%-50.8pp | 71.7%-49.1pp | 73.3%-50.8pp |
| Annual return | 29.71% | 33.13%-3.4pp | 593.09%-563.4pp | 33.13%-3.4pp |
| Employer contribution / active EE | $373 | $3,213-88.4% | $3,025-87.7% | $3,213-88.4% |
| Participant deferral / active EE | $1,081 | $5,214-79.3% | $4,439-75.7% | $5,214-79.3% |
| Admin fee / account holder | $184 | $114+61.4% | $5,619-96.7% | $114+61.4% |