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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Investment Mgmt Fees | $269,713 |
Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508 | Accounting | $11,380 |
FLOWER & ASSOCIATES, INC.5+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862 | Contract Administrator | $8,705 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,327 | $89,367+163.3% | $141,191+66.7% | $72,975+222.5% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.5pp | 69.5%+29.4pp |
| Annual return | 17.55% | 111.87%-94.3pp | 71.41%-53.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $11,232 | $3,115+260.6% | $4,736+137.2% | $2,440+360.3% |
| Participant deferral / active EE | $7,807 | $5,419+44.1% | $6,710+16.3% | $3,608+116.4% |
| Admin fee / account holder | $1,705 | $5,957-71.4% | $10,264-83.4% | $5,124-66.7% |