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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,468 | $72,027+197.8% | $185,835+15.4% | $79,852+168.6% |
| Participation rate | 60.8% | 65.8%-5.0pp | 78.0%-17.2pp | 69.6%-8.8pp |
| Annual return | 10.58% | 23.13%-12.5pp | 35.96%-25.4pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,193 | $1,965-39.3% | $4,087-70.8% | $2,471-51.7% |
| Participant deferral / active EE | $7,210 | $3,780+90.8% | $5,633+28.0% | $3,740+92.8% |
| Admin fee / account holder | $343 | $4,513-92.4% | $9,502-96.4% | $5,306-93.5% |