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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: USB FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $272,098 |
ALL VALLEY ADMINISTRATORS, LLC4+ years Service code 13 · EIN 77-0536417 | Contract Administrator | $17,441 |
DEMERA DEMERA CAMERON4+ years Service code 10 · EIN 20-3944220 | Accounting | $12,000 |
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 | $66,102 | $62,267+6.2% | $110,241-40.0% | $55,725+18.6% |
| Participation rate | 98.2% | 78.1%+20.1pp | 79.8%+18.4pp | 70.9%+27.3pp |
| Annual return | -8.10% | -1.07%-7.0pp | 314.75%-322.8pp | 244.93%-253.0pp |
| Employer contribution / active EE | $10,555 | $1,941+443.7% | $3,827+175.8% | $2,078+407.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $711 | $121+488.2% | $8,548-91.7% | $115+517.4% |