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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 | $81,276+9.6% | $155,574-42.8% | $80,925+10.0% |
| Participation rate | 86.5% | 66.2%+20.2pp | 78.2%+8.3pp | 67.7%+18.8pp |
| Annual return | 13.52% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $14,704 | $3,103+373.9% | $4,676+214.5% | $2,756+433.5% |
| Participant deferral / active EE | $27,162 | $3,453+686.6% | $5,629+382.5% | $4,299+531.9% |
| Admin fee / account holder | $426 | $7,993-94.7% | $15,914-97.3% | $6,940-93.9% |