Filed March 23, 2017
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 INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $57,636 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $40,520 |
SELDEN FOX, LTD.6 years Filed as: SELDEN FOX Service code 99 · EIN 36-2985770 | Other Fees | $8,585 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,757 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,881 | $59,093+151.9% | $97,295+53.0% | $77,762+91.5% |
| Participation rate | 76.6% | 67.8%+8.8pp | 72.7%+3.9pp | 70.6%+6.0pp |
| Annual return | 16.63% | 16.93%-0.3pp | 75.62%-59.0pp | 31.27%-14.6pp |
| Employer contribution / active EE | $2,757 | $1,727+59.6% | $2,723+1.3% | $2,728+1.1% |
| Participant deferral / active EE | $9,454 | $3,901+142.4% | $4,264+121.7% | $4,651+103.3% |
| Admin fee / account holder | $107 | $346-69.1% | $5,646-98.1% | $433-75.3% |