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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,433 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $101,138 | $29,736+240.1% | $56,033+80.5% | $80,935+25.0% |
| Participation rate | 95.7% | 41.7%+54.0pp | 52.5%+43.2pp | 67.7%+28.0pp |
| Annual return | 16.38% | 35.28%-18.9pp | 1711.38%-1695.0pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $951 | $1,228-22.6% | $1,954-51.3% | $4,299-77.9% |
| Admin fee / account holder | $1,261 | $2,434-48.2% | $2,827-55.4% | $6,924-81.8% |