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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,783 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,495 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,884 | $45,343-25.3% | $150,298-77.5% | $67,986-50.2% |
| Participation rate | 84.3% | 51.9%+32.5pp | 77.8%+6.6pp | 57.2%+27.1pp |
| Annual return | 14.13% | 33.28%-19.1pp | 62.79%-48.7pp | 31.67%-17.5pp |
| Employer contribution / active EE | $2,597 | $1,462+77.7% | $4,154-37.5% | $2,019+28.6% |
| Participant deferral / active EE | $5,212 | $2,055+153.7% | $5,453-4.4% | $3,358+55.2% |
| Admin fee / account holder | $447 | $2,250-80.1% | $14,116-96.8% | $3,203-86.0% |