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 INC4+ years Filed as: UBS Service code 21 · EIN 13-2638166 | Bank Trustee | $89,703 |
Filed as: FERGUSON-WELLMAN CAPITAL MANAGEMENT Service code 21 · EIN 93-0646988 | Bank Trustee | $46,862 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $32,013 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $31,298 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 21 · EIN 95-4575414 | Bank Trustee | $11,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,586 | $65,708+10.5% | $76,657-5.3% | $77,775-6.7% |
| Participation rate | 58.2% | 79.0%-20.8pp | 72.1%-13.9pp | 73.2%-15.0pp |
| Annual return | 1.72% | 49.86%-48.1pp | 1166.74%-1165.0pp | 32.58%-30.9pp |
| Employer contribution / active EE | $5,543 | $2,167+155.8% | $2,303+140.7% | $2,504+121.4% |
| Participant deferral / active EE | $0 | $3,254-100.0% | $3,335-100.0% | $3,966-100.0% |
| Admin fee / account holder | $246 | $91+170.6% | $6,423-96.2% | $100+145.5% |