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 INC5 years Service code 99 · EIN 13-2638166 | Other Fees | $51,034 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,115 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,285 |
SELDEN FOX, LTD.1 year Filed as: SELDON FOX Service code 99 · EIN 36-2985770 | Other Fees | $10,039 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,998 | $50,044+157.8% | $95,759+34.7% | $74,473+73.2% |
| Participation rate | 72.1% | 66.7%+5.4pp | 72.3%-0.2pp | 70.7%+1.3pp |
| Annual return | 23.73% | 24.92%-1.2pp | 28.42%-4.7pp | 34.36%-10.6pp |
| Employer contribution / active EE | $3,156 | $1,634+93.2% | $2,836+11.3% | $2,638+19.6% |
| Participant deferral / active EE | $8,475 | $3,752+125.9% | $4,244+99.7% | $4,530+87.1% |
| Admin fee / account holder | $87 | $300-71.0% | $5,678-98.5% | $347-74.9% |