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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,450 |
TALON ASSET MANAGEMENT3+ years Service code 27 · EIN 20-3708262 | Advisory (Plan) | $36,958 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER ASSET MANAGMENT Service code 27 · EIN 13-5657518 | Advisory (Plan) | $34,439 |
Service code 27 · EIN 95-4349393 | Advisory (Plan) | $24,922 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: CITY NATIONAL BANK Service code 27 · EIN 95-1780067 | Advisory (Plan) | $22,874 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 41-0449260 | Advisory (Plan) | $14,190 |
Filed as: BEL AIR INVESTMENT ADVISORS LLS Service code 27 · EIN 46-3936165 | Advisory (Plan) | $6,296 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,500 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY / MATRIX TRUST CO Service code 21 | Bank Trustee | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $595,474 | $80,753+637.4% | $136,298+336.9% | $62,293+855.9% |
| Participation rate | 98.0% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 16.16% | 35.83%-19.7pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $17,189 | $2,884+496.1% | $4,696+266.1% | $2,042+741.7% |
| Participant deferral / active EE | $12,434 | $5,164+140.8% | $6,247+99.0% | $3,169+292.3% |
| Admin fee / account holder | $744 | $525+41.6% | $9,244-92.0% | $479+55.2% |