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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,624 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $16,011 |
PENSION ASSURANCE LLP1 year Service code 15 · EIN 30-0840934 | Recordkeeping | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,962 | $63,764+23.8% | $81,926-3.6% | $79,858-1.1% |
| Participation rate | 65.3% | 67.5%-2.2pp | 72.0%-6.7pp | 69.6%-4.3pp |
| Annual return | 13.11% | 22.66%-9.5pp | 29.49%-16.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $822 | $1,795-54.2% | $4,310-80.9% | $2,471-66.7% |
| Participant deferral / active EE | $4,382 | $2,780+57.6% | $7,108-38.3% | $3,740+17.2% |
| Admin fee / account holder | $336 | $4,426-92.4% | $5,159-93.5% | $5,306-93.7% |