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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,433 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,712 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,560 | $61,172+17.0% | $185,851-61.5% | $79,389-9.9% |
| Participation rate | 44.5% | 66.6%-22.1pp | 81.7%-37.2pp | 70.7%-26.2pp |
| Annual return | 14.89% | 19.45%-4.6pp | 122.11%-107.2pp | 116.89%-102.0pp |
| Employer contribution / active EE | $530 | $2,321-77.2% | $5,168-89.7% | $2,428-78.2% |
| Participant deferral / active EE | $3,042 | $2,788+9.1% | $5,569-45.4% | $4,046-24.8% |
| Admin fee / account holder | $466 | $710-34.3% | $16,245-97.1% | $626-25.5% |