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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $138,124 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,227 | $2,679,533-95.6% | $164,813-28.3% | $199,593-40.8% |
| Participation rate | 30.8% | 78.3%-47.5pp | 78.6%-47.8pp | 72.0%-41.2pp |
| Annual return | 20.87% | 17.93%+2.9pp | 69.93%-49.1pp | 34.25%-13.4pp |
| Employer contribution / active EE | $943 | $2,970-68.2% | $4,341-78.3% | $3,034-68.9% |
| Participant deferral / active EE | $3,389 | $5,010-32.3% | $6,031-43.8% | $5,087-33.4% |
| Admin fee / account holder | $208 | $1,982-89.5% | $12,690-98.4% | $269-22.5% |