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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Investment Mgmt Fees | $275,891 |
Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508 | Accounting | $11,000 |
FLOWER & ASSOCIATES, INC.4+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862 | Contract Administrator | $8,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,705 | $206,359-8.6% | $123,552+52.7% | - |
| Participation rate | 98.0% | 72.1%+25.9pp | 82.3%+15.7pp | - |
| Annual return | -4.64% | -5.77%+1.1pp | 119.20%-123.8pp | - |
| Employer contribution / active EE | $10,622 | $2,538+318.6% | $4,628+129.5% | - |
| Participant deferral / active EE | $6,912 | $5,785+19.5% | $6,426+7.6% | - |
| Admin fee / account holder | $1,599 | $21,386-92.5% | $9,285-82.8% | - |