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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $23,214 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE · SALEM, OR 97302 | Contract Administrator | $595 |
Filed as: JP MORGAN INVEST HOLDING LLC Service code 64 | Recordkeeping Fees | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,863 | $61,391-30.2% | $149,723-71.4% | $71,529-40.1% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.0pp | 67.9%-20.2pp |
| Annual return | 14.21% | 35.88%-21.7pp | 134.50%-120.3pp | 28.97%-14.8pp |
| Employer contribution / active EE | $263 | $2,384-89.0% | $4,821-94.5% | $2,590-89.8% |
| Participant deferral / active EE | $1,368 | $2,921-53.2% | $5,682-75.9% | $4,291-68.1% |
| Admin fee / account holder | $143 | $1,264-88.7% | $13,215-98.9% | $1,588-91.0% |