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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,975 |
RAICH ENDE MALTER & CO. LLP4 years Filed as: RAICH ENDE MALTER CO. LLP Service code 10 · EIN 11-2336434 | Accounting | $12,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,926 | $56,152+56.6% | $185,823-52.7% | $73,409+19.8% |
| Participation rate | 59.2% | 67.6%-8.4pp | 78.0%-18.9pp | 72.2%-13.0pp |
| Annual return | 14.42% | 17.59%-3.2pp | 35.95%-21.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $840 | $1,532-45.2% | $4,087-79.5% | $2,234-62.4% |
| Participant deferral / active EE | $3,569 | $3,659-2.5% | $5,632-36.6% | $3,805-6.2% |
| Admin fee / account holder | $414 | $132+213.2% | $9,500-95.6% | $158+162.0% |