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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 | $92,076-34.8% | $105,608-43.1% | $77,714-22.7% |
| Participation rate | 78.0% | 81.0%-3.1pp | 75.3%+2.7pp | 70.6%+7.4pp |
| Annual return | 13.22% | 17.84%-4.6pp | 116.50%-103.3pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,536 | $3,370-54.4% | $3,167-51.5% | $2,727-43.7% |
| Participant deferral / active EE | $4,400 | $5,390-18.4% | $5,010-12.2% | $4,649-5.4% |
| Admin fee / account holder | $285 | $219+30.1% | $11,028-97.4% | $433-34.2% |