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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $80,948 |
Filed as: MERRILL LYNCH Service code 65 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Account Maintenance | $72,552 |
Service code 10 · EIN 59-1978917 1106 N FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $27,700 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 11 · EIN 59-2250280 508 W. FLETCHER AVENUE · TAMPA, FL 33612 | Actuarial | $8,730 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,348 | $43,504+54.8% | $68,612-1.8% | $56,289+19.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -7.26% | -3.15%-4.1pp | -4.63%-2.6pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,906 | $1,525+156.1% | $2,625+48.8% | $2,111+85.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $951 | $515+84.7% | $5,131-81.5% | $521+82.6% |