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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $100,465 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $68,196 |
Service code 29 · EIN 01-0373027 | Legal | $15,403 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $14,350 |
LECKENBY BENEFITS CONSULTING10+ years Filed as: LECKENBY BENEFITS CONSULTANTS Service code 11 · EIN 20-4457764 | Actuarial | $13,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.93% | 11.01%-0.1pp | 8.10%+2.8pp | 7.65%+3.3pp |
| Employer contribution / active EE | $8,381 | $13,413-37.5% | $28,649-70.7% | $20,582-59.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |