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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $123,006 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,522 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,587 | $50,458+28.0% | $160,009-59.6% | $64,819-0.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -12.21% | -13.42%+1.2pp | 408.85%-421.1pp | 32.84%-45.1pp |
| Employer contribution / active EE | $942 | $1,722-45.3% | $4,225-77.7% | $2,507-62.4% |
| Participant deferral / active EE | $9,630 | $4,004+140.5% | $6,183+55.8% | $4,311+123.4% |
| Admin fee / account holder | $218 | $706-69.1% | $8,715-97.5% | $188+16.3% |