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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,306 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,377 | $185,342-64.7% | $111,308-41.3% | $86,821-24.7% |
| Participation rate | 82.5% | 81.0%+1.5pp | 77.3%+5.2pp | 72.3%+10.2pp |
| Annual return | 17.64% | 500.80%-483.2pp | 54.67%-37.0pp | 97.94%-80.3pp |
| Employer contribution / active EE | $1,233 | $2,246-45.1% | $2,732-54.9% | $2,406-48.8% |
| Participant deferral / active EE | $3,554 | $4,458-20.3% | $4,487-20.8% | $4,132-14.0% |
| Admin fee / account holder | $174 | $255-32.1% | $7,965-97.8% | $170+2.3% |