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 |
|---|---|---|
BLAND GARVEY, P.C.1 year Service code 10 · EIN 75-1854024 | Accounting | $28,608 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,912 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,911 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $6,208 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,293 |
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 | $86,307 | $100,801-14.4% | $149,730-42.4% | $73,412+17.6% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.5%+17.0pp | 72.2%+27.3pp |
| Annual return | 18.49% | 265.34%-246.8pp | 276.70%-258.2pp | 59.30%-40.8pp |
| Employer contribution / active EE | $9,843 | $3,312+197.2% | $4,645+111.9% | $2,234+340.7% |
| Participant deferral / active EE | $10,790 | $6,404+68.5% | $6,843+57.7% | $3,806+183.5% |
| Admin fee / account holder | $39 | $181-78.3% | $9,310-99.6% | $158-75.1% |