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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $32,276 |
DOWLING & YAHNKE LLC2 years Filed as: DOWLING & YAHNKE, INC. Service code 28 · EIN 33-0465041 | Investment Management | $26,263 |
MESSNER AND SMITH3+ years Service code 28 · EIN 33-0087141 | Investment Management | $20,198 |
POLYCOMP ADMINISTRATIVE SERVICES3+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $20,099 |
US BANK3+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0303228 | Bank Trustee | $15,029 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,397 | $36,767+12.6% | $81,473-49.2% | $62,293-33.5% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.01% | 173.80%-161.8pp | 38.78%-26.8pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,640 | $1,128+134.0% | $2,568+2.8% | $2,042+29.3% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $310 | $797-61.2% | $4,561-93.2% | $479-35.4% |