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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $61,902 |
Service code 17 7 RYE BROOK PLAZA, #404 · RYE BROOK, NY 10573 | Pension Consulting | $1,700 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $353 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $177 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,089 | $101,499+116.8% | $147,005+49.7% | $74,546+195.2% |
| Participation rate | 82.4% | 75.5%+6.9pp | 82.2%+0.3pp | 67.2%+15.2pp |
| Annual return | 11.05% | 8732.34%-8721.3pp | 418.76%-407.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $3,948 | $3,811+3.6% | $4,934-20.0% | $2,624+50.5% |
| Participant deferral / active EE | $10,517 | $7,304+44.0% | $8,070+30.3% | $4,347+141.9% |
| Admin fee / account holder | $308 | $1,748-82.4% | $13,006-97.6% | $1,944-84.1% |