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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $76,702 |
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,847 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $23,166 |
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 | $191,007 | $84,499+126.0% | $125,391+52.3% | $66,949+185.3% |
| Participation rate | 93.0% | 76.4%+16.5pp | 82.4%+10.6pp | 69.8%+23.1pp |
| Annual return | -15.54% | -8.49%-7.0pp | 572.41%-588.0pp | 1.57%-17.1pp |
| Employer contribution / active EE | $4,211 | $3,554+18.5% | $4,816-12.6% | $2,545+65.4% |
| Participant deferral / active EE | $10,366 | $6,785+52.8% | $7,448+39.2% | $4,239+144.5% |
| Admin fee / account holder | $618 | $685-9.8% | $10,009-93.8% | $594+4.1% |