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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $23,190 |
Service code 99 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Other Fees | $9,350 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,825 |
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).
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 | $130,075 | $73,009+78.2% | $90,756+43.3% | $68,495+89.9% |
| Participation rate | 85.3% | 70.8%+14.4pp | 75.7%+9.6pp | 67.9%+17.4pp |
| Annual return | -17.87% | -13.81%-4.1pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $924 | $2,193-57.9% | $2,922-68.4% | $2,596-64.4% |
| Participant deferral / active EE | $5,864 | $3,626+61.7% | $4,565+28.5% | $4,028+45.6% |
| Admin fee / account holder | $310 | $5,896-94.7% | $8,445-96.3% | $5,403-94.3% |