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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $233,891 |
ACTUARIAL BENEFITS CORP6 years Service code 16 · EIN 20-1054428 | Consulting | $35,415 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,000 |
PENSION ASSURANCE LLP5 years Service code 10 | Accounting | $10,000 |
PENSION ASSURANCE LLP4 years Filed as: PENSION ASSURANCE, LLP Service code 10 · EIN 30-0840934 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,273 | $65,904-2.5% | $160,784-60.0% | $79,634-19.3% |
| Participation rate | 99.3% | 56.2%+43.1pp | 77.0%+22.4pp | 62.5%+36.8pp |
| Annual return | 14.09% | 20.16%-6.1pp | 1803.92%-1789.8pp | 36.46%-22.4pp |
| Employer contribution / active EE | $1,628 | $1,805-9.8% | $3,733-56.4% | $2,529-35.6% |
| Participant deferral / active EE | $4,939 | $3,692+33.8% | $6,293-21.5% | $3,835+28.8% |
| Admin fee / account holder | $387 | $965-59.9% | $9,717-96.0% | $1,002-61.4% |