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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $30,824 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,053 | $81,233+9.6% | $155,567-42.8% | $80,874+10.1% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 13.52% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $14,704 | $3,101+374.2% | $4,674+214.6% | $2,756+433.6% |
| Participant deferral / active EE | $27,162 | $3,452+686.8% | $5,628+382.6% | $4,297+532.1% |
| Admin fee / account holder | $426 | $7,998-94.7% | $15,916-97.3% | $6,935-93.9% |