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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,773 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,620 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,323 | $95,880-87.1% | $107,525-88.5% | $85,563-85.6% |
| Participation rate | 55.3% | 70.1%-14.9pp | 75.1%-19.8pp | 66.0%-10.7pp |
| Annual return | 19.30% | 68.06%-48.8pp | 181.32%-162.0pp | 31.51%-12.2pp |
| Employer contribution / active EE | $256 | $3,812-93.3% | $3,754-93.2% | $2,654-90.3% |
| Participant deferral / active EE | $2,079 | $4,201-50.5% | $5,116-59.4% | $4,375-52.5% |
| Admin fee / account holder | $33 | $1,025-96.7% | $8,919-99.6% | $834-96.0% |