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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $58,911 |
Service code 33 · EIN 47-1411118 | Other fees; Securities brokerage | $50,000 |
SAMET & COMPANY PC1 year Service code 10 | Accounting | $13,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,093 | $84,499+327.3% | $125,391+188.0% | $66,949+439.4% |
| Participation rate | 81.9% | 76.4%+5.5pp | 82.4%-0.4pp | 69.8%+12.1pp |
| Annual return | -16.90% | -8.49%-8.4pp | 572.41%-589.3pp | 1.57%-18.5pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $14,112 | $6,785+108.0% | $7,448+89.5% | $4,239+232.9% |
| Admin fee / account holder | $670 | $685-2.1% | $10,009-93.3% | $594+12.9% |