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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. INVEST Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $77,872 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $68,845 |
Filed as: ALLOY SILVERSTEIN SHAPIRO ADAMS... Service code 10 · EIN 22-1942902 | Accounting | $18,500 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $178,790 | $75,183+137.8% | $123,894+44.3% | $55,167+224.1% |
| Participation rate | 94.3% | 72.8%+21.4pp | 81.4%+12.9pp | 69.0%+25.3pp |
| Annual return | 6.05% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,083 | $2,823-26.2% | $4,617-54.9% | $1,963+6.2% |
| Participant deferral / active EE | $8,717 | $5,084+71.4% | $5,984+45.7% | $3,054+185.4% |
| Admin fee / account holder | $684 | $663+3.3% | $8,357-91.8% | $504+35.8% |