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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,330 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $12,907 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,452 | $40,386-66.7% | $80,607-83.3% | $74,440-81.9% |
| Participation rate | 58.2% | 47.4%+10.9pp | 67.0%-8.8pp | 70.7%-12.5pp |
| Annual return | 14.96% | 165.00%-150.0pp | 936.11%-921.1pp | 34.37%-19.4pp |
| Employer contribution / active EE | $1,626 | $1,496+8.7% | $2,724-40.3% | $2,638-38.4% |
| Participant deferral / active EE | $929 | $2,670-65.2% | $4,448-79.1% | $4,529-79.5% |
| Admin fee / account holder | $163 | $720-77.3% | $5,379-97.0% | $348-53.0% |