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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,436 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,126 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 | Accounting | $14,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,890 | $48,750-26.4% | $88,946-59.6% | $74,304-51.7% |
| Participation rate | 24.8% | 44.5%-19.7pp | 68.8%-44.1pp | 60.3%-35.6pp |
| Annual return | 10.12% | 25.91%-15.8pp | 57.82%-47.7pp | 29.43%-19.3pp |
| Employer contribution / active EE | $158 | $1,255-87.4% | $2,555-93.8% | $2,241-92.9% |
| Participant deferral / active EE | $2,359 | $2,423-2.7% | $4,581-48.5% | $3,767-37.4% |
| Admin fee / account holder | $258 | $3,756-93.1% | $8,261-96.9% | $2,969-91.3% |