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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 99 · EIN 13-2638166 | Other Fees | $30,103 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $2,832 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $79 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,346 | $59,402-45.5% | $93,654-65.5% | $74,546-56.6% |
| Participation rate | 55.5% | 59.7%-4.2pp | 68.7%-13.2pp | 67.2%-11.7pp |
| Annual return | 15.11% | 81.86%-66.7pp | 133.34%-118.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $3,411 | $1,265+169.7% | $2,421+40.9% | $2,624+30.0% |
| Participant deferral / active EE | $2,128 | $3,049-30.2% | $4,413-51.8% | $4,347-51.1% |
| Admin fee / account holder | $309 | $3,023-89.8% | $8,282-96.3% | $1,944-84.1% |