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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $195,024 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Service code 13 · EIN 77-0536417 | Contract Administrator | $13,327 |
DEMERA DEMERA CAMERON1+ years Service code 10 · EIN 20-3942205 | Accounting | $7,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,676 | $57,096+13.3% | $94,228-31.4% | $55,191+17.2% |
| Participation rate | 99.7% | 75.7%+24.0pp | 78.8%+20.9pp | 69.2%+30.5pp |
| Annual return | -2.71% | 159.65%-162.4pp | 10.68%-13.4pp | 10.78%-13.5pp |
| Employer contribution / active EE | $8,603 | $1,708+403.7% | $3,587+139.8% | $1,899+353.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $597 | $89+568.8% | $6,269-90.5% | $91+557.4% |