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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,802 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,425 |
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 | $77,489 | $102,385-24.3% | $147,080-47.3% | $80,935-4.3% |
| Participation rate | 83.0% | 75.9%+7.1pp | 82.2%+0.8pp | 67.7%+15.4pp |
| Annual return | 26.52% | 135.09%-108.6pp | 420.17%-393.6pp | 35.66%-9.1pp |
| Employer contribution / active EE | $10,989 | $3,717+195.7% | $4,933+122.7% | $2,757+298.6% |
| Participant deferral / active EE | $21,513 | $6,651+223.5% | $8,066+166.7% | $4,299+400.4% |
| Admin fee / account holder | $357 | $7,951-95.5% | $12,989-97.3% | $6,924-94.8% |