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 Service code 55 · EIN 13-2638166 | Other Commissions | $20,924 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,467 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,839 | $60,165-7.2% | $74,184-24.7% | $55,167+1.2% |
| Participation rate | 75.9% | 74.2%+1.7pp | 76.6%-0.7pp | 69.0%+6.9pp |
| Annual return | 7.24% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $177 | $1,600-88.9% | $2,370-92.5% | $1,963-91.0% |
| Participant deferral / active EE | $2,732 | $2,973-8.1% | $3,550-23.0% | $3,054-10.6% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.2% |