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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $22,354 |
NAWROCKI SMITH LLP2 years Service code 10 · EIN 74-3216978 | Accounting | $9,000 |
Service code 99 · EIN 36-4517541 | Other Fees | $4,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,985 | $77,677-56.2% | $109,188-68.9% | $79,389-57.2% |
| Participation rate | 78.9% | 67.8%+11.1pp | 75.9%+3.0pp | 70.7%+8.2pp |
| Annual return | 15.06% | 23.44%-8.4pp | 25.76%-10.7pp | 116.89%-101.8pp |
| Employer contribution / active EE | $1,845 | $2,798-34.1% | $3,723-50.4% | $2,428-24.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $303 | $732-58.6% | $6,755-95.5% | $626-51.6% |