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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS4+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $19,109 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $11,910 |
LT TRUST COMPANY4+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $2,382 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,152 | $42,396-10.0% | $67,313-43.3% | $56,287-32.2% |
| Participation rate | 35.3% | 61.0%-25.7pp | 69.1%-33.8pp | 69.9%-34.6pp |
| Annual return | -11.97% | -36.63%+24.7pp | -4.08%-7.9pp | -9.96%-2.0pp |
| Employer contribution / active EE | $821 | $1,414-41.9% | $2,566-68.0% | $2,111-61.1% |
| Participant deferral / active EE | $2,779 | $2,360+17.8% | $3,568-22.1% | $3,350-17.0% |
| Admin fee / account holder | $337 | $510-33.8% | $4,507-92.5% | $521-35.2% |