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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $62,266 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,691 |
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 | $60,073 | $92,186-34.8% | $105,624-43.1% | $77,762-22.7% |
| Participation rate | 78.0% | 81.0%-3.1pp | 75.3%+2.7pp | 70.6%+7.4pp |
| Annual return | 13.22% | 17.83%-4.6pp | 116.20%-103.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,536 | $3,376-54.5% | $3,168-51.5% | $2,728-43.7% |
| Participant deferral / active EE | $4,400 | $5,395-18.5% | $5,013-12.2% | $4,651-5.4% |
| Admin fee / account holder | $285 | $219+30.1% | $10,961-97.4% | $433-34.2% |