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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,174 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,819 |
BONADIO & CO., LLP4+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,870 | $65,223-32.7% | $80,022-45.2% | $55,725-21.3% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -6.37% | 7.59%-14.0pp | 11.22%-17.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $256 | $2,544-90.0% | $2,468-89.6% | $2,078-87.7% |
| Participant deferral / active EE | $3,660 | $3,881-5.7% | $3,686-0.7% | $3,356+9.1% |
| Admin fee / account holder | $164 | $114+43.2% | $6,521-97.5% | $115+42.0% |