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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $129,718 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,716 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,145 | $71,142+5.6% | $119,609-37.2% | $64,808+16.0% |
| Participation rate | 33.7% | 78.6%-44.9pp | 79.3%-45.6pp | 71.5%-37.8pp |
| Annual return | -16.45% | -10.01%-6.4pp | -14.97%-1.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $856 | $2,497-65.7% | $4,232-79.8% | $2,506-65.8% |
| Participant deferral / active EE | $1,874 | $4,490-58.3% | $5,602-66.6% | $4,310-56.5% |
| Admin fee / account holder | $525 | $162+223.6% | $10,323-94.9% | $188+179.4% |