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| Provider | Service type | Compensation |
|---|---|---|
ELIZABETH HOLLYWOOD2 years Filed as: ELIZABETH HERNANDEZ Service code 30 · EIN 27-0970217 | Employee (plan) | $76,392 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,750 |
BARBARA GILL1 year Filed as: BARBARA THOMPSON Service code 30 · EIN 27-0970217 | Employee (plan) | $30,822 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $24,281 |
CARY KANE LLP5 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $13,520 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,690 | $51,288+357.6% | $81,983+186.3% | $73,409+219.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 11.30% | 29.48%-18.2pp | 41.31%-30.0pp | 59.29%-48.0pp |
| Employer contribution / active EE | $7,183 | $1,487+383.1% | $2,498+187.6% | $2,234+221.6% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $434 | $125+246.4% | $5,664-92.3% | $158+174.9% |