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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $118,094 |
RETIREMENT STRATEGIES, INC.2+ years Service code 13 · EIN 58-2380163 | Contract Administrator | $36,621 |
HOWARD, MOORE & MCDUFFIE, PC2+ years Service code 10 · EIN 58-1484212 | Accounting | $12,295 |
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 | $103,566 | $75,284+37.6% | $91,004+13.8% | $69,631+48.7% |
| Participation rate | 53.3% | 80.4%-27.1pp | 75.6%-22.3pp | 70.7%-17.4pp |
| Annual return | 12.20% | 48.40%-36.2pp | 4.60%+7.6pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $658 | $2,473-73.4% | $2,456-73.2% | $2,032-67.6% |
| Participant deferral / active EE | $2,745 | $3,700-25.8% | $3,548-22.6% | $3,224-14.8% |
| Admin fee / account holder | $831 | $111+651.5% | $5,417-84.7% | $110+652.4% |