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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $82,539 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS LLC Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,249 | $89,438+66.9% | $164,928-9.5% | $77,692+92.1% |
| Participation rate | 73.6% | 78.6%-5.0pp | 78.6%-5.0pp | 70.6%+3.0pp |
| Annual return | 12.70% | 28.82%-16.1pp | 70.08%-57.4pp | 31.25%-18.6pp |
| Employer contribution / active EE | $5,028 | $2,567+95.9% | $4,343+15.8% | $2,726+84.4% |
| Participant deferral / active EE | $8,624 | $4,901+76.0% | $6,034+42.9% | $4,648+85.5% |
| Admin fee / account holder | $391 | $340+15.1% | $12,684-96.9% | $431-9.2% |