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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $27,296 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638165 | Advisory (Plan) | $24,687 |
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 | $84,344 | $71,872+17.4% | $86,691-2.7% | $68,495+23.1% |
| Participation rate | 91.5% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.6pp |
| Annual return | -15.76% | 3.53%-19.3pp | 35.94%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,531 | $2,173+16.5% | $2,837-10.8% | $2,596-2.5% |
| Participant deferral / active EE | $8,264 | $3,779+118.7% | $4,656+77.5% | $4,028+105.2% |
| Admin fee / account holder | $473 | $6,112-92.3% | $7,492-93.7% | $5,403-91.3% |