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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 | $101,653+48.5% | $147,080+2.6% | $74,459+102.7% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 12.80% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $802 | $3,813-79.0% | $4,933-83.8% | $2,626-69.5% |
| Participant deferral / active EE | $10,336 | $7,304+41.5% | $8,066+28.1% | $4,350+137.6% |
| Admin fee / account holder | $402 | $1,752-77.0% | $12,989-96.9% | $1,945-79.3% |