Filed March 5, 2026
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,137 |
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,670 | $79,779+77.6% | $153,741-7.9% | $74,478+90.2% |
| Participation rate | 69.8% | 69.9%-0.2pp | 77.1%-7.3pp | 67.2%+2.5pp |
| Annual return | 12.22% | 15.08%-2.9pp | 15.71%-3.5pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $4,572 | $4,026+13.6% | $5,042-9.3% | $2,626+74.1% |
| Participant deferral / active EE | $6,851 | $5,329+28.6% | $6,757+1.4% | $4,350+57.5% |
| Admin fee / account holder | $405 | $1,761-77.0% | $12,749-96.8% | $1,946-79.2% |