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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $63,983 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,285 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $8,000 |
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 | $40,771 | $106,247-61.6% | $147,096-72.3% | $77,714-47.5% |
| Participation rate | 68.8% | 78.4%-9.6pp | 82.2%-13.4pp | 70.6%-1.8pp |
| Annual return | 15.72% | 56.87%-41.1pp | 419.75%-404.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $1,696 | $4,069-58.3% | $4,936-65.6% | $2,727-37.8% |
| Participant deferral / active EE | $3,205 | $7,996-59.9% | $8,071-60.3% | $4,649-31.1% |
| Admin fee / account holder | $321 | $338-5.0% | $13,005-97.5% | $433-25.8% |