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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,561 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,845 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,671 | $62,166-45.8% | $81,286-58.6% | $74,429-54.8% |
| Participation rate | 54.8% | 64.1%-9.3pp | 69.5%-14.7pp | 67.2%-12.4pp |
| Annual return | 16.70% | 16.50%+0.2pp | 24.80%-8.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $1,071 | $1,881-43.1% | $2,463-56.5% | $2,625-59.2% |
| Participant deferral / active EE | $1,787 | $3,223-44.6% | $3,883-54.0% | $4,348-58.9% |
| Admin fee / account holder | $364 | $1,925-81.1% | $5,764-93.7% | $1,944-81.3% |