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 INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
MAGII PENSION SERVICES LLC1+ years Service code 13 | Contract Administrator | $29,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,455 |
LIGHT SOURCES, INC1+ years Service code 13 | Contract Administrator | $11,136 |
LIGHT SOURCES, INC1+ years Filed as: LIGHT SOURCES INC. Service code 13 · EIN 06-1074620 | Contract Administrator | $0 |
MAGII PENSION SERVICES LLC1+ years Filed as: MAGII PENSION SERVICES, LLC Service code 13 · EIN 26-2480211 490 WHEELER ROAD · HAUPPAUGE, NY 11788 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $54,320-100.0% | $67,653-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | -0.34% | 6.81%-7.2pp | 6625.22%-6625.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,122 | $1,544+102.2% | $2,266+37.8% | $1,882+65.9% |
| Participant deferral / active EE | $3,609 | $2,950+22.3% | $3,560+1.4% | $3,022+19.4% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |