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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $28,220 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,807 |
Filed as: QUALIFIED PENSION SERVICES INC. Service code 13 · EIN 84-1365788 | Contract Administrator | $11,473 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $25,606 | $46,173-44.5% | $170,435-85.0% | $69,631-63.2% |
| Participation rate | 82.0% | 63.9%+18.1pp | 83.6%-1.6pp | 70.7%+11.3pp |
| Annual return | 19.65% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $925 | $1,610-42.6% | $5,432-83.0% | $2,032-54.5% |
| Participant deferral / active EE | $2,870 | $2,080+38.0% | $4,939-41.9% | $3,224-11.0% |
| Admin fee / account holder | $36 | $116-69.0% | $13,881-99.7% | $110-67.4% |