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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 | $79,089+190.6% | $100,392+128.9% | $74,459+208.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 18.02% | 20.61%-2.6pp | 49.45%-31.4pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $1,464 | $3,015-51.4% | $3,941-62.8% | $2,626-44.2% |
| Participant deferral / active EE | $6,566 | $7,747-15.2% | $8,090-18.8% | $4,350+51.0% |
| Admin fee / account holder | $658 | $1,336-50.8% | $7,904-91.7% | $1,945-66.2% |