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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $75,689 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $45,741 |
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 | $145,429 | $92,224+57.7% | $105,223+38.2% | $79,634+82.6% |
| Participation rate | 69.8% | 69.2%+0.6pp | 75.0%-5.3pp | 62.5%+7.3pp |
| Annual return | 14.40% | 88.65%-74.2pp | 180.65%-166.2pp | 36.46%-22.1pp |
| Employer contribution / active EE | $3,113 | $3,965-21.5% | $3,689-15.6% | $2,529+23.1% |
| Participant deferral / active EE | $5,456 | $3,834+42.3% | $5,072+7.6% | $3,835+42.3% |
| Admin fee / account holder | $397 | $1,121-64.6% | $8,859-95.5% | $1,002-60.4% |