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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $31,795 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,699 |
IPS RIA, LLC4+ years Service code 99 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Other Fees | $7,685 |
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).
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 | $75,828 | $58,093+30.5% | $80,022-5.2% | $56,289+34.7% |
| Participation rate | 97.6% | 73.6%+23.9pp | 75.8%+21.7pp | 69.9%+27.7pp |
| Annual return | -4.46% | 34.63%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,236 | $3,136+35.1% | $3,686+14.9% | $3,350+26.5% |
| Admin fee / account holder | $263 | $623-57.7% | $6,521-96.0% | $521-49.5% |