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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,170 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,822 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,345 | $130,294-49.8% | $170,028-61.6% | $71,495-8.6% |
| Participation rate | 72.8% | 86.2%-13.4pp | 87.0%-14.2pp | 67.9%+4.9pp |
| Annual return | 23.71% | 20.36%+3.3pp | 53.39%-29.7pp | 28.85%-5.1pp |
| Employer contribution / active EE | $3,943 | $4,385-10.1% | $6,788-41.9% | $2,589+52.3% |
| Participant deferral / active EE | $7,636 | $6,928+10.2% | $10,409-26.6% | $4,291+78.0% |
| Admin fee / account holder | $438 | $966-54.7% | $12,820-96.6% | $1,588-72.4% |