Filed December 17, 2025 (most recent of 2 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 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $118,549 |
Filed as: HUB INVESTMENT ADVISORS INC Service code 16 · EIN 20-1113894 | Consulting | $34,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,678 | $53,216+2.7% | $155,534-64.8% | $199,960-72.7% |
| Participation rate | 22.2% | 64.1%-41.9pp | 78.2%-56.0pp | 72.0%-49.8pp |
| Annual return | 13.51% | 41.18%-27.7pp | 64.92%-51.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $610 | $1,848-67.0% | $4,675-86.9% | $3,036-79.9% |
| Participant deferral / active EE | $1,087 | $3,164-65.7% | $5,630-80.7% | $5,087-78.6% |
| Admin fee / account holder | $2 | $186-99.1% | $15,900-100.0% | $269-99.4% |