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 INC4+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $14,712 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SVC Service code 15 · EIN 20-0346540 | Recordkeeping | $8,690 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB INVESTMENT MNGMT Service code 51 · EIN 94-3106755 | Investment Mgmt Fees | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -5.99% | -0.75%-5.2pp | 4.36%-10.3pp | -82.66%+76.7pp |
| Employer contribution / active EE | $22,100 | $45,586-51.5% | $27,383-19.3% | $43,771-49.5% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |