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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 55 1 STATE STREET · HARTFORD, CT 06103 | Other Commissions | $20,154 |
WELLS THOMAS, LLC2+ years Service code 13 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $4,950 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,481 | $52,884+54.1% | $84,753-3.9% | $55,167+47.7% |
| Participation rate | 85.1% | 67.5%+17.6pp | 76.6%+8.5pp | 69.0%+16.1pp |
| Annual return | 5.27% | 18.03%-12.8pp | 22.78%-17.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $35,523 | $2,233+1490.5% | $3,574+893.8% | $1,963+1710.0% |
| Participant deferral / active EE | $2,522 | $2,644-4.6% | $3,712-32.1% | $3,054-17.4% |
| Admin fee / account holder | $42 | $581-92.8% | $5,333-99.2% | $504-91.7% |