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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $71,559 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $42,744 |
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.)
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 | $145,085 | $83,023+74.8% | $102,437+41.6% | $77,762+86.6% |
| Participation rate | 61.5% | 71.5%-10.0pp | 74.5%-13.0pp | 70.6%-9.0pp |
| Annual return | 13.90% | 19.12%-5.2pp | 24.95%-11.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,862 | $3,552-19.4% | $3,871-26.1% | $2,728+4.9% |
| Participant deferral / active EE | $5,110 | $4,110+24.3% | $5,060+1.0% | $4,651+9.9% |
| Admin fee / account holder | $396 | $639-38.1% | $8,388-95.3% | $433-8.6% |