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 INC3+ years Filed as: UBS Service code 16 · EIN 13-2638166 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,143 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,066 | $69,305+14.1% | $82,312-3.9% | $69,631+13.5% |
| Participation rate | 96.2% | 80.3%+15.9pp | 76.9%+19.3pp | 70.7%+25.5pp |
| Annual return | 24.42% | 21.47%+3.0pp | 25.88%-1.5pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $3,512 | $1,887+86.2% | $2,428+44.6% | $2,032+72.8% |
| Participant deferral / active EE | $7,690 | $3,568+115.5% | $3,706+107.5% | $3,224+138.6% |
| Admin fee / account holder | $87 | $97-10.8% | $5,608-98.5% | $110-21.5% |