Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNIGLOBAL PENSION PLANNING, INC.4+ years Service code 15 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $16,033 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $15,279 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,976 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,004 | $71,230-73.3% | $93,727-79.7% | $80,959-76.5% |
| Participation rate | 89.2% | 60.4%+28.8pp | 68.7%+20.5pp | 67.7%+21.6pp |
| Annual return | 8.70% | 11.26%-2.6pp | 133.83%-125.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $73 | $1,565-95.3% | $2,421-97.0% | $2,757-97.4% |
| Participant deferral / active EE | $4,713 | $4,037+16.7% | $4,417+6.7% | $4,300+9.6% |
| Admin fee / account holder | $553 | $6,961-92.0% | $8,292-93.3% | $6,925-92.0% |