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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,725 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,046 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $14,560 |
HARPER DANESH LLC1 year Service code 16 · EIN 27-3395775 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $228,563 | $89,436+155.6% | $164,813+38.7% | $77,643+194.4% |
| Participation rate | 78.3% | 78.6%-0.3pp | 78.6%-0.3pp | 70.6%+7.8pp |
| Annual return | 14.98% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,581 | $2,569+39.4% | $4,341-17.5% | $2,726+31.4% |
| Participant deferral / active EE | $9,854 | $4,897+101.2% | $6,031+63.4% | $4,647+112.0% |
| Admin fee / account holder | $258 | $339-23.9% | $12,690-98.0% | $430-40.0% |