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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $21,088 |
QUALIFIED PLANS, LLC9+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $11,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,554 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,279 | $53,165-16.7% | $86,216-48.6% | $74,460-40.5% |
| Participation rate | 51.2% | 64.9%-13.6pp | 69.0%-17.7pp | 70.7%-19.5pp |
| Annual return | 18.75% | 22.64%-3.9pp | 1169.42%-1150.7pp | 34.38%-15.6pp |
| Employer contribution / active EE | $960 | $1,210-20.6% | $2,382-59.7% | $2,638-63.6% |
| Participant deferral / active EE | $3,450 | $3,234+6.7% | $3,986-13.4% | $4,530-23.8% |
| Admin fee / account holder | $370 | $551-32.8% | $6,853-94.6% | $348+6.5% |