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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $184,507 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,703 |
THE VANDERBLOEMEN GROUP LLC2 years Filed as: VANDERBLOEMEN GROUP LLC Service code 10 · EIN 20-1640706 | Accounting | $19,000 |
THE VANDERBLOEMEN GROUP LLC3 years Service code 10 · EIN 20-1640706 | Accounting | $12,000 |
Filed as: THE VANDERBLOEMAN GROUP LLC Service code 10 · EIN 20-1640706 | Accounting | $7,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,916 | $91,517+61.6% | $101,248+46.1% | $73,409+101.5% |
| Participation rate | 96.0% | 73.8%+22.2pp | 75.8%+20.2pp | 72.2%+23.8pp |
| Annual return | 19.54% | 17.17%+2.4pp | 46.47%-26.9pp | 59.29%-39.8pp |
| Employer contribution / active EE | $5,030 | $2,877+74.9% | $3,660+37.5% | $2,234+125.2% |
| Participant deferral / active EE | $8,156 | $3,338+144.3% | $4,370+86.6% | $3,805+114.3% |
| Admin fee / account holder | $425 | $216+96.8% | $5,945-92.9% | $158+169.1% |