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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,269 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $37,502 |
EFPR GROUP LLP1 year Filed as: EFPR GROUP, PLLC Service code 10 · EIN 47-2070220 | Accounting | $22,100 |
Filed as: COMMONWEALTH FNANCIAL NETWORK Service code 16 · EIN 04-2675571 | Consulting | $19,614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,255 | $185,342-65.3% | $111,297-42.3% | $86,799-26.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 10.05% | 500.80%-490.8pp | 54.65%-44.6pp | 97.91%-87.9pp |
| Employer contribution / active EE | $876 | $2,246-61.0% | $2,731-67.9% | $2,405-63.6% |
| Participant deferral / active EE | $4,243 | $4,458-4.8% | $4,487-5.4% | $4,131+2.7% |
| Admin fee / account holder | $322 | $255+26.0% | $7,964-96.0% | $170+89.8% |