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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $102,181 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,744 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,653 | $91,394-4.1% | $130,026-32.6% | $74,440+17.7% |
| Participation rate | 34.4% | 77.8%-43.4pp | 78.5%-44.1pp | 70.7%-36.4pp |
| Annual return | 16.36% | 23.20%-6.8pp | -137.26%+153.6pp | 34.37%-18.0pp |
| Employer contribution / active EE | $1,005 | $2,565-60.8% | $4,321-76.8% | $2,638-61.9% |
| Participant deferral / active EE | $2,188 | $4,721-53.6% | $5,821-62.4% | $4,529-51.7% |
| Admin fee / account holder | $439 | $284+54.7% | $10,608-95.9% | $348+26.1% |