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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,941 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,684 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,875 | $106,264-53.1% | $147,117-66.1% | $77,762-35.9% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 50.44% | 56.94%-6.5pp | 420.54%-370.1pp | 31.27%+19.2pp |
| Employer contribution / active EE | $1 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,310 | $8,003+41.3% | $8,065+40.2% | $4,651+143.2% |
| Admin fee / account holder | $132 | $334-60.7% | $12,993-99.0% | $433-69.6% |