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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,956 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,496 |
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 | $229,810 | $79,003+190.9% | $100,398+128.9% | $74,400+208.9% |
| Participation rate | 77.8% | 79.5%-1.7pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 18.02% | 20.62%-2.6pp | 49.32%-31.3pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $1,464 | $3,015-51.4% | $3,946-62.9% | $2,624-44.2% |
| Participant deferral / active EE | $6,566 | $7,752-15.3% | $8,084-18.8% | $4,348+51.0% |
| Admin fee / account holder | $658 | $1,331-50.6% | $7,893-91.7% | $1,944-66.1% |