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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,859 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,815 |
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 | $92,886 | $80,992+14.7% | $96,534-3.8% | $75,173+23.6% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 17.38% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,222 | $2,283-2.6% | $2,965-25.1% | $2,671-16.8% |
| Participant deferral / active EE | $7,017 | $3,929+78.6% | $4,851+44.6% | $4,126+70.0% |
| Admin fee / account holder | $340 | $6,717-94.9% | $8,253-95.9% | $5,651-94.0% |