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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 | $78,636+72.5% | $105,607+28.4% | $74,459+82.2% |
| Participation rate | 88.7% | 72.8%+16.0pp | 75.3%+13.5pp | 67.2%+21.5pp |
| Annual return | 16.56% | 15.96%+0.6pp | 116.11%-99.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $8,171 | $2,523+223.8% | $3,167+158.0% | $2,626+211.2% |
| Participant deferral / active EE | $18,094 | $4,322+318.7% | $5,011+261.1% | $4,350+316.0% |
| Admin fee / account holder | $345 | $2,220-84.4% | $10,958-96.8% | $1,945-82.2% |