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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERIVCES INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,259 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $71,061 |
COREMEDICAL GROUP1 year Service code 35 · EIN 35-2609950 | Insurance brokerage commissions and f... | $19,997 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $16,156 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $180,749-100.0% | $160,784-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | -97.93% | 2234.46%-2332.4pp | 1803.92%-1901.8pp | 220.34%-318.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |