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 | $50,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,969 |
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 | $113,725 | $46,732+143.4% | $156,551-27.4% | $55,167+106.1% |
| Participation rate | 70.2% | 65.8%+4.4pp | 84.0%-13.8pp | 69.0%+1.2pp |
| Annual return | 6.16% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $378 | $2,105-82.0% | $5,501-93.1% | $1,963-80.7% |
| Participant deferral / active EE | $2,741 | $2,204+24.3% | $4,871-43.7% | $3,054-10.3% |
| Admin fee / account holder | $17 | $418-96.0% | $13,028-99.9% | $504-96.7% |