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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 | Employee (plan sponsor); Insurance br... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $189,613-100.0% | $167,512-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.1%-77.1pp | 80.1%-80.1pp |
| Annual return | -97.93% | 2024.68%-2122.6pp | 1615.79%-1713.7pp | 217.08%-315.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |