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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $66,429 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,061 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $12,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,768 | $62,686+3.3% | $178,505-63.7% | $77,762-16.7% |
| Participation rate | 66.5% | 66.9%-0.4pp | 77.1%-10.7pp | 70.6%-4.1pp |
| Annual return | 12.96% | 16.16%-3.2pp | 27.16%-14.2pp | 31.27%-18.3pp |
| Employer contribution / active EE | $2,975 | $1,914+55.5% | $3,955-24.8% | $2,728+9.0% |
| Participant deferral / active EE | $5,751 | $4,224+36.2% | $6,280-8.4% | $4,651+23.7% |
| Admin fee / account holder | $294 | $386-23.9% | $10,428-97.2% | $433-32.2% |