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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,734 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $9,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,093 | $55,470-60.2% | $155,556-85.8% | $74,478-70.3% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 24.42% | 269.80%-245.4pp | 64.84%-40.4pp | 1370.56%-1346.1pp |
| Employer contribution / active EE | $2,078 | $2,267-8.3% | $4,675-55.6% | $2,626-20.9% |
| Participant deferral / active EE | $3,429 | $2,838+20.8% | $5,631-39.1% | $4,350-21.2% |
| Admin fee / account holder | $246 | $1,744-85.9% | $15,885-98.4% | $1,946-87.3% |