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 Service code 27 · EIN 51-0120742 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $17,167 |
KB ACTUARIAL, INC.3 years Filed as: KB ACTUARIAL, INC Service code 13 · EIN 27-1837997 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $2,546 |
OTHER1 year Service code 15 | Recordkeeping | $1,150 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,050 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,138 | $45,602-18.6% | $117,533-68.4% | $66,938-44.5% |
| Participation rate | 67.2% | 57.6%+9.6pp | 70.6%-3.4pp | 69.8%-2.6pp |
| Annual return | -15.59% | -16.74%+1.1pp | 29.77%-45.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,188 | $1,579-24.8% | $4,179-71.6% | $2,545-53.3% |
| Participant deferral / active EE | $1,906 | $2,845-33.0% | $4,072-53.2% | $4,238-55.0% |
| Admin fee / account holder | $21 | $661-96.8% | $5,647-99.6% | $594-96.5% |