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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,011 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,029 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $23,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,945 | $101,591+48.6% | $147,096+2.6% | $74,429+102.8% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 12.80% | 8746.45%-8733.7pp | 419.75%-407.0pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $802 | $3,813-79.0% | $4,936-83.8% | $2,625-69.5% |
| Participant deferral / active EE | $10,336 | $7,302+41.5% | $8,071+28.1% | $4,348+137.7% |
| Admin fee / account holder | $402 | $1,750-77.0% | $13,005-96.9% | $1,944-79.3% |