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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,776 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,749 | $81,474+18.7% | $133,971-27.8% | $73,493+31.6% |
| Participation rate | 59.6% | 76.4%-16.8pp | 79.8%-20.3pp | 70.7%-11.1pp |
| Annual return | 14.21% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,077 | $3,786+34.1% | $5,047+0.6% | $3,740+35.8% |
| Admin fee / account holder | $380 | $713-46.7% | $8,929-95.7% | $513-26.0% |