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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC Service code 15 GL YY 7144200129 · NASHVILLE, FL 37238 | Recordkeeping | $27,978 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,878 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,749 | $54,717+23.8% | $86,216-21.4% | $71,511-5.3% |
| Participation rate | 95.5% | 60.1%+35.4pp | 69.0%+26.5pp | 67.9%+27.6pp |
| Annual return | 21.02% | 20.07%+1.0pp | 1169.42%-1148.4pp | 28.86%-7.8pp |
| Employer contribution / active EE | $2,377 | $1,267+87.6% | $2,382-0.2% | $2,589-8.2% |
| Participant deferral / active EE | $4,202 | $3,110+35.1% | $3,986+5.4% | $4,291-2.1% |
| Admin fee / account holder | $236 | $1,922-87.7% | $6,853-96.6% | $1,588-85.1% |