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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $195,589 |
ALL VALLEY ADMINISTRATORS, LLC2+ years Service code 13 · EIN 77-0536417 | Contract Administrator | $11,653 |
DEMERA DEMERA CAMERON2+ years Service code 10 · EIN 20-3942205 | Accounting | $7,604 |
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 | $69,628 | $107,378-35.2% | $108,582-35.9% | $57,658+20.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 9.79% | 12.80%-3.0pp | -51.70%+61.5pp | 5.13%+4.7pp |
| Employer contribution / active EE | $8,386 | $1,782+370.7% | $3,758+123.1% | $1,974+324.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $567 | $108+422.5% | $7,645-92.6% | $95+499.7% |