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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,977 |
UBS FINANCIAL SERVICES INC2 years Service code 22 · EIN 13-2638166 | Insurance Broker | $24,057 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $8,533 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $8,424 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,092 | $73,102-5.5% | $123,553-44.1% | $56,289+22.7% |
| Participation rate | 77.2% | 74.3%+2.9pp | 82.3%-5.1pp | 69.9%+7.3pp |
| Annual return | -8.14% | 3.01%-11.1pp | 119.21%-127.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,550 | $2,977-47.9% | $4,628-66.5% | $2,111-26.6% |
| Participant deferral / active EE | $5,612 | $5,423+3.5% | $6,426-12.7% | $3,350+67.5% |
| Admin fee / account holder | $425 | $554-23.2% | $9,284-95.4% | $521-18.4% |