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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,686 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE, LLP Service code 29 · EIN 91-0839480 | Legal | $24,687 |
Filed as: FUTURE PLAN Service code 16 · EIN 82-3719843 | Consulting | $20,000 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $5,665 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,791 | $74,188+22.4% | $115,756-21.6% | $64,824+40.1% |
| Participation rate | 95.4% | 76.2%+19.2pp | 77.1%+18.3pp | 71.5%+23.9pp |
| Annual return | -13.51% | -11.81%-1.7pp | 143.14%-156.7pp | 32.84%-46.4pp |
| Employer contribution / active EE | $4,340 | $3,365+29.0% | $3,793+14.4% | $2,507+73.1% |
| Participant deferral / active EE | $10,703 | $5,294+102.2% | $6,254+71.2% | $4,311+148.3% |
| Admin fee / account holder | $160 | $148+7.6% | $8,124-98.0% | $188-15.0% |