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 Filed as: UBS Service code 10 · EIN 13-2638166 | Accounting | $30,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,763 |
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 | $71,634 | $72,770-1.6% | $67,652+5.9% | $55,191+29.8% |
| Participation rate | 95.7% | 78.8%+16.9pp | 75.7%+20.0pp | 69.2%+26.5pp |
| Annual return | 1.35% | -3.26%+4.6pp | 6625.40%-6624.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $3,316 | $1,769+87.4% | $2,266+46.4% | $1,899+74.7% |
| Participant deferral / active EE | $7,780 | $3,408+128.3% | $3,560+118.5% | $3,046+155.4% |
| Admin fee / account holder | $98 | $79+24.7% | $4,821-98.0% | $91+8.2% |