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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $29,777 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,499 |
PREMIER PENSION SOLUTIONS, LLC3+ years Service code 13 · EIN 20-2274261 PO BOX 7247 · WACO, TX 76714 | Contract Administrator | $5,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,204 | $51,466-18.0% | $78,778-46.4% | $62,293-32.2% |
| Participation rate | 52.3% | 59.8%-7.5pp | 69.2%-16.9pp | 69.5%-17.2pp |
| Annual return | 15.36% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,483 | $2,147+15.6% | $2,958-16.1% | $3,169-21.6% |
| Admin fee / account holder | $219 | $489-55.2% | $5,134-95.7% | $479-54.2% |