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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $32,456 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,344 |
PREMIER PENSION SOLUTIONS, LLC4+ years Service code 13 · EIN 20-2274261 PO BOX 7247 · WACO, TX 76714 | Contract Administrator | $6,296 |
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 | $27,836 | $35,485-21.6% | $74,551-62.7% | $55,725-50.0% |
| Participation rate | 68.3% | 62.5%+5.8pp | 69.1%-0.8pp | 70.9%-2.5pp |
| Annual return | -6.58% | 0.72%-7.3pp | 32.53%-39.1pp | 244.93%-251.5pp |
| Employer contribution / active EE | $16 | $777-97.9% | $1,961-99.2% | $2,078-99.2% |
| Participant deferral / active EE | $2,725 | $2,181+25.0% | $3,108-12.3% | $3,356-18.8% |
| Admin fee / account holder | $195 | $114+70.5% | $5,059-96.1% | $115+69.2% |