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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $23,685 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,636 |
SHEEHAN & COMPANY2 years Filed as: SHEEHAN COMPANY CPA PC Service code 10 165 ORINOCO DR · BRIGHTWATER, NY 11718 | Accounting | $17,500 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,433 |
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.
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 | $69,983 | $88,203-20.7% | $165,100-57.6% | $74,478-6.0% |
| Participation rate | 97.1% | 73.1%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 10.49% | 17.13%-6.6pp | 70.21%-59.7pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $690 | $2,601-73.5% | $4,348-84.1% | $2,626-73.7% |
| Participant deferral / active EE | $4,231 | $4,505-6.1% | $6,035-29.9% | $4,350-2.7% |
| Admin fee / account holder | $310 | $2,235-86.1% | $12,696-97.6% | $1,946-84.1% |