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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,273 |
Filed as: FIRLEY, MORAN, FREER & EASSA, CPA Service code 10 · EIN 16-1148763 | Accounting | $13,250 |
Service code 49 · EIN 04-1590850 | Other Services | $1,158 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $229,123 | $99,957+129.2% | $149,745+53.0% | $73,497+211.7% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 15.70% | 53.87%-38.2pp | 276.72%-261.0pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,629 | $3,191+76.4% | $4,646+21.2% | $2,270+148.0% |
| Participant deferral / active EE | $6,625 | $6,073+9.1% | $6,843-3.2% | $3,740+77.2% |
| Admin fee / account holder | $557 | $551+1.1% | $9,312-94.0% | $513+8.5% |