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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,927 |
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $2,723 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,386 | $46,325-38.7% | $143,788-80.3% | $64,814-56.2% |
| Participation rate | 48.0% | 64.2%-16.2pp | 80.3%-32.3pp | 71.5%-23.5pp |
| Annual return | -12.36% | -10.05%-2.3pp | -0.03%-12.3pp | 32.84%-45.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,580 | $2,647-40.3% | $5,638-72.0% | $4,310-63.3% |
| Admin fee / account holder | $0 | $154-99.9% | $14,675-100.0% | $188-99.9% |