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: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $1,369 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,475 | $62,324-30.2% | $68,509-36.5% | $55,191-21.2% |
| Participation rate | 92.3% | 78.9%+13.5pp | 74.7%+17.6pp | 69.2%+23.2pp |
| Annual return | 7.99% | 4.26%+3.7pp | 8.27%-0.3pp | 10.78%-2.8pp |
| Employer contribution / active EE | $3,183 | $2,223+43.2% | $2,278+39.7% | $1,899+67.6% |
| Participant deferral / active EE | $3,920 | $3,425+14.5% | $3,382+15.9% | $3,046+28.7% |
| Admin fee / account holder | $2 | $91-97.7% | $5,275-100.0% | $91-97.6% |