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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $53,671 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $39,606 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 50 TICE BLVD STE 151 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $1,450 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $665,214 | $102,317+550.2% | $146,958+352.7% | $80,856+722.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.09% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $21,077 | $3,713+467.6% | $4,933+327.3% | $2,755+665.1% |
| Participant deferral / active EE | $15,187 | $6,644+128.6% | $8,070+88.2% | $4,296+253.5% |
| Admin fee / account holder | $560 | $7,941-93.0% | $12,998-95.7% | $6,918-91.9% |