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: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467 | Recordkeeping | $1,615 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 601 - 108TH AVE. N.E. · BELLEVUE, WA 98004 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $20,678 | $59,186-65.1% | $76,766-73.1% | $56,287-63.3% |
| Participation rate | 67.9% | 75.2%-7.3pp | 77.0%-9.1pp | 69.9%-2.0pp |
| Annual return | -6.95% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $774 | $1,759-56.0% | $2,485-68.9% | $2,111-63.3% |
| Participant deferral / active EE | $2,197 | $3,255-32.5% | $3,851-42.9% | $3,350-34.4% |
| Admin fee / account holder | $41 | $489-91.7% | $6,675-99.4% | $521-92.2% |