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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USB FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $233,268 |
ALL VALLEY ADMINISTRATORS, LLC3+ years Service code 13 · EIN 77-0536417 | Contract Administrator | $13,470 |
DEMERA DEMERA CAMERON3+ years Service code 10 · EIN 20-3944220 | Accounting | $8,670 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,653 | $71,666+11.1% | $117,860-32.4% | $69,631+14.4% |
| Participation rate | 99.7% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 14.04% | 18.86%-4.8pp | 335.10%-321.1pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $9,425 | $1,889+398.9% | $3,786+148.9% | $2,032+363.8% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $663 | $120+451.4% | $8,021-91.7% | $110+500.7% |