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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $121,503 |
RETIREMENT STRATEGIES, INC.1+ years Service code 13 · EIN 58-2380163 | Contract Administrator | $44,197 |
HOWARD, MOORE & MCDUFFIE, PC1+ years Service code 10 · EIN 58-1484212 | Accounting | $18,190 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,278 | $74,024+27.4% | $78,002+20.9% | $57,658+63.5% |
| Participation rate | 56.7% | 79.7%-23.0pp | 75.5%-18.8pp | 70.2%-13.5pp |
| Annual return | -1.40% | 12.14%-13.5pp | 425.99%-427.4pp | 5.13%-6.5pp |
| Employer contribution / active EE | $682 | $2,365-71.1% | $2,470-72.4% | $1,974-65.4% |
| Participant deferral / active EE | $2,736 | $3,533-22.6% | $3,497-21.8% | $3,061-10.6% |
| Admin fee / account holder | $880 | $93+844.1% | $5,481-83.9% | $95+830.8% |