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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,249 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $17,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,649 | $78,562+72.7% | $105,608+28.4% | $74,429+82.3% |
| Participation rate | 88.7% | 72.8%+15.9pp | 75.3%+13.5pp | 67.2%+21.5pp |
| Annual return | 16.56% | 15.94%+0.6pp | 116.50%-99.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $8,171 | $2,521+224.1% | $3,167+158.0% | $2,625+211.3% |
| Participant deferral / active EE | $18,094 | $4,321+318.7% | $5,010+261.2% | $4,348+316.1% |
| Admin fee / account holder | $345 | $2,217-84.4% | $11,028-96.9% | $1,944-82.2% |