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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $74,612 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,435 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $816,603 | $89,282+814.6% | $94,664+762.6% | $74,460+996.7% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 70.7%-70.7pp |
| Annual return | 18.94% | 25.96%-7.0pp | 156.84%-137.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,697 | $3,022-10.8% | $3,673-26.6% | $2,638+2.2% |
| Participant deferral / active EE | $5,447 | $8,425-35.3% | $7,417-26.6% | $4,530+20.3% |
| Admin fee / account holder | $3,701 | $219+1591.8% | $7,222-48.7% | $348+964.2% |