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 INC5+ years Filed as: UBS Service code 16 · EIN 13-2638166 | Consulting | $43,125 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,819 |
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 | $86,757 | $73,404+18.2% | $87,102-0.4% | $67,579+28.4% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.9%+20.5pp | 71.3%+26.1pp |
| Annual return | 26.54% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-352.0pp |
| Employer contribution / active EE | $3,946 | $2,014+96.0% | $2,521+56.5% | $2,148+83.7% |
| Participant deferral / active EE | $8,543 | $3,913+118.3% | $4,048+111.0% | $3,539+141.4% |
| Admin fee / account holder | $98 | $142-30.7% | $7,491-98.7% | $142-31.0% |