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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $33,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,276 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,308 | $58,320+53.1% | $86,438+3.3% | $66,938+33.4% |
| Participation rate | 97.1% | 78.6%+18.5pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -15.46% | -9.71%-5.8pp | 4397.19%-4412.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,447 | $2,615+70.0% | $3,769+18.0% | $2,545+74.7% |
| Participant deferral / active EE | $7,936 | $6,899+15.0% | $6,952+14.2% | $4,238+87.3% |
| Admin fee / account holder | $101 | $546-81.5% | $6,733-98.5% | $594-83.0% |