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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,464 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $27,008 |
Service code 14 · EIN 20-3886993 | Plan Administrator | $10,084 |
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 | $176,006 | $84,499+108.3% | $125,391+40.4% | $66,949+162.9% |
| Participation rate | 77.8% | 76.4%+1.4pp | 82.4%-4.6pp | 69.8%+8.0pp |
| Annual return | -18.78% | -8.49%-10.3pp | 572.41%-591.2pp | 1.57%-20.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,138 | $6,785+78.9% | $7,448+63.0% | $4,239+186.3% |
| Admin fee / account holder | $610 | $685-10.9% | $10,009-93.9% | $594+2.8% |