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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,508 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,547 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $10,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $81,494 | $78,529+3.8% | $105,591-22.8% | $74,400+9.5% |
| Participation rate | 36.0% | 72.8%-36.8pp | 75.3%-39.3pp | 67.2%-31.2pp |
| Annual return | 8.43% | 15.94%-7.5pp | 116.43%-108.0pp | 1367.51%-1359.1pp |
| Employer contribution / active EE | $336 | $2,522-86.7% | $3,166-89.4% | $2,624-87.2% |
| Participant deferral / active EE | $2,085 | $4,321-51.7% | $5,008-58.4% | $4,348-52.0% |
| Admin fee / account holder | $351 | $2,216-84.2% | $11,024-96.8% | $1,944-82.0% |