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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $102,230 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $78,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,882 | $55,437+184.8% | $155,534+1.5% | $74,459+112.0% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.50% | 269.58%-254.1pp | 64.92%-49.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $6,532 | $2,266+188.2% | $4,675+39.7% | $2,626+148.7% |
| Participant deferral / active EE | $8,739 | $2,837+208.0% | $5,630+55.2% | $4,350+100.9% |
| Admin fee / account holder | $531 | $1,742-69.5% | $15,900-96.7% | $1,945-72.7% |