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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: KB PENSION SERVICES Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $46,998 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $46,347 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 12-2638166 15310 AMBERLY DRIVE · TAMPA, FL 33647 | Advisory (Plan) | $33,484 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,887 | $104,317-68.5% | $159,436-79.4% | $86,799-62.1% |
| Participation rate | 94.1% | 77.7%+16.4pp | 82.8%+11.3pp | 72.3%+21.9pp |
| Annual return | 10.61% | 26.32%-15.7pp | 263.57%-253.0pp | 97.91%-87.3pp |
| Employer contribution / active EE | $1,423 | $3,451-58.8% | $4,829-70.5% | $2,405-40.8% |
| Participant deferral / active EE | $4,077 | $6,837-40.4% | $7,352-44.5% | $4,131-1.3% |
| Admin fee / account holder | $321 | $172+86.4% | $10,799-97.0% | $170+89.4% |