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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS5+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVE. · VALLEY STREAM, NY 11581 | Recordkeeping | $21,743 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $14,387 |
TMI CPA, P.C.1 year Filed as: TMI CPA, PC Service code 10 · EIN 47-2426908 150 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Accounting | $7,016 |
LT TRUST COMPANY5+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH ST. · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $2,877 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,777 | $47,922+56.0% | $75,894-1.5% | $65,185+14.7% |
| Participation rate | 41.9% | 63.0%-21.1pp | 69.3%-27.4pp | 70.2%-28.3pp |
| Annual return | 19.55% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,234 | $1,557-20.7% | $2,501-50.6% | $2,177-43.3% |
| Participant deferral / active EE | $3,813 | $2,550+49.5% | $3,603+5.8% | $3,514+8.5% |
| Admin fee / account holder | $657 | $532+23.7% | $5,420-87.9% | $847-22.4% |