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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $16,367 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,080 | $51,226-4.2% | $82,744-40.7% | $66,938-26.7% |
| Participation rate | 40.6% | 67.9%-27.3pp | 72.6%-32.0pp | 69.8%-29.2pp |
| Annual return | -19.82% | -9.61%-10.2pp | 702.22%-722.0pp | 1.58%-21.4pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,430 | $3,460-29.8% | $4,395-44.7% | $4,238-42.7% |
| Admin fee / account holder | $390 | $416-6.2% | $5,325-92.7% | $594-34.3% |