Filed January 10, 2024 (most recent of 3 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB INVESTMENT PARTNERS Service code 27 · EIN 84-4758315 | Advisory (Plan) | $24,682 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $6,250 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $73,421-100.0% | $66,439-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | -99.79% | 1382.37%-1482.2pp | 757.66%-857.4pp | 148.84%-248.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |