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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $59,038 |
TRISHA LEHR1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $39,144 |
LUKE BAECKER1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $29,108 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $15,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,326 | $92,224-83.4% | $105,223-85.4% | $79,634-80.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 4.96% | 88.65%-83.7pp | 180.65%-175.7pp | 36.46%-31.5pp |
| Employer contribution / active EE | $2,521 | $3,965-36.4% | $3,689-31.6% | $2,529-0.3% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $315 | $1,121-71.8% | $8,859-96.4% | $1,002-68.5% |