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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $250,176 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $26,212 |
Filed as: UBS FINANCIAL SVCS INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,817 | $150,494-55.6% | $199,883-66.6% | $100,573-33.6% |
| Participation rate | 70.2% | 91.1%-20.9pp | 86.8%-16.6pp | 70.9%-0.8pp |
| Annual return | 17.69% | 16.14%+1.5pp | 43.81%-26.1pp | 18.89%-1.2pp |
| Employer contribution / active EE | $2,714 | $5,383-49.6% | $6,261-56.6% | $3,763-27.9% |
| Participant deferral / active EE | $4,900 | $9,302-47.3% | $9,138-46.4% | $4,921-0.4% |
| Admin fee / account holder | $81 | $162-50.4% | $17,268-99.5% | $454-82.3% |