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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,694 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,812 | $58,895+18.5% | $178,503-60.9% | $73,497-5.0% |
| Participation rate | 41.7% | 66.2%-24.5pp | 81.9%-40.2pp | 70.7%-29.0pp |
| Annual return | 14.45% | 24.86%-10.4pp | 151.12%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $465 | $2,236-79.2% | $5,011-90.7% | $2,270-79.5% |
| Participant deferral / active EE | $2,738 | $2,567+6.7% | $5,202-47.4% | $3,740-26.8% |
| Admin fee / account holder | $434 | $400+8.3% | $13,987-96.9% | $513-15.5% |