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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $127,783 |
Service code 10 · EIN 38-3205662 | Accounting | $20,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $10,921 |
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES CORPORATION Service code 16 · EIN 75-2503320 | Consulting | $6,368 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $104,288 | $46,173+125.9% | $170,435-38.8% | $69,631+49.8% |
| Participation rate | 98.0% | 63.9%+34.1pp | 83.6%+14.4pp | 70.7%+27.3pp |
| Annual return | 16.91% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $5,163 | $1,610+220.7% | $5,432-5.0% | $2,032+154.1% |
| Participant deferral / active EE | $3,725 | $2,080+79.0% | $4,939-24.6% | $3,224+15.5% |
| Admin fee / account holder | $243 | $116+110.0% | $13,881-98.2% | $110+120.5% |