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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,883 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,322 |
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.
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 | $213,475 | $122,051+74.9% | $184,185+15.9% | $74,400+186.9% |
| Participation rate | 51.3% | 85.5%-34.2pp | 86.8%-35.5pp | 67.2%-15.9pp |
| Annual return | 12.40% | 19.91%-7.5pp | 28.81%-16.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $1,210 | $4,539-73.3% | $6,426-81.2% | $2,624-53.9% |
| Participant deferral / active EE | $6,352 | $7,146-11.1% | $9,132-30.4% | $4,348+46.1% |
| Admin fee / account holder | $389 | $1,258-69.1% | $13,909-97.2% | $1,944-80.0% |