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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,361 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $15,675 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $130,294-100.0% | $170,057-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 87.0%-87.0pp | 67.9%-67.9pp |
| Annual return | 9.57% | 20.36%-10.8pp | 53.42%-43.9pp | 28.97%-19.4pp |
| Employer contribution / active EE | $849 | $4,385-80.6% | $6,790-87.5% | $2,590-67.2% |
| Participant deferral / active EE | $8,361 | $6,928+20.7% | $10,411-19.7% | $4,291+94.8% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |