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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,496 |
CDS ADMINISTRATORS4 years Filed as: CDS ADMINISTRATORS, INC. Service code 14 · EIN 25-1352803 | Plan Administrator | $37,298 |
Service code 29 · EIN 34-1909706 | Legal | $18,605 |
CIUNI & PANICHI, INC.10+ years Filed as: CIUNI AND PANICHI Service code 10 · EIN 34-1322309 | Accounting | $17,941 |
Participant 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 | $47,493 | $65,960-28.0% | $81,844-42.0% | $77,736-38.9% |
| Participation rate | 78.2% | 65.8%+12.5pp | 72.4%+5.8pp | 70.6%+7.6pp |
| Annual return | 12.02% | 26.64%-14.6pp | 778.87%-766.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $5,838 | $2,375+145.8% | $2,916+100.2% | $2,728+114.0% |
| Participant deferral / active EE | $355 | $3,505-89.9% | $4,323-91.8% | $4,651-92.4% |
| Admin fee / account holder | $334 | $526-36.6% | $7,355-95.5% | $433-22.9% |