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 |
|---|---|---|
H BECK INC1 year Service code 49 · EIN 52-1321340 | Other Services | $3,293 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 49 · EIN 51-0120742 | Other Services | $1,302 |
UNITED BENEFIT PENSIONS INC.4 years Filed as: UNITED BENEFIT PENSIONS INC Service code 49 · EIN 36-4517541 | Other Services | $1,014 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $308 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $68 |
Filed as: MESIROW FINCIAL INV. MGMNT, INC. Service code 49 | Other Services | $26 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,224 | $58,888-50.4% | $178,499-83.6% | $73,493-60.2% |
| Participation rate | 9.0% | 66.2%-57.2pp | 81.9%-72.9pp | 70.7%-61.7pp |
| Annual return | 4.73% | 24.86%-20.1pp | 151.10%-146.4pp | 28.51%-23.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $275 | $2,568-89.3% | $5,202-94.7% | $3,740-92.6% |
| Admin fee / account holder | $17 | $400-95.6% | $13,986-99.9% | $513-96.6% |