Filed May 9, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $153,600 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $104,968 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,261 | $53,204-45.0% | $155,556-81.2% | $200,096-85.4% |
| Participation rate | 76.2% | 64.1%+12.1pp | 78.2%-2.0pp | 72.0%+4.2pp |
| Annual return | 13.73% | 41.02%-27.3pp | 64.84%-51.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $1,643 | $1,850-11.2% | $4,675-64.9% | $3,038-45.9% |
| Participant deferral / active EE | $3,637 | $3,163+15.0% | $5,631-35.4% | $5,090-28.6% |
| Admin fee / account holder | $121 | $186-34.7% | $15,885-99.2% | $269-55.0% |