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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. INVEST Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $75,196 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $46,633 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,733 |
Filed as: ALLOY SILVERSTEIN SHAPIRO ADAMS... Service code 10 · EIN 22-1942902 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,908 | $70,002+142.7% | $115,038+47.7% | $52,331+224.7% |
| Participation rate | 92.4% | 72.1%+20.3pp | 81.4%+11.0pp | 68.1%+24.3pp |
| Annual return | -0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,667 | $2,715-38.6% | $4,608-63.8% | $1,882-11.4% |
| Participant deferral / active EE | $7,847 | $4,920+59.5% | $6,026+30.2% | $3,022+159.7% |
| Admin fee / account holder | $687 | $566+21.3% | $8,175-91.6% | $592+16.1% |