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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $87,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,564 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $9,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $211,631 | $55,482+281.4% | $76,051+178.3% | $77,692+172.4% |
| Participation rate | 91.5% | 63.7%+27.8pp | 69.1%+22.4pp | 70.6%+20.9pp |
| Annual return | 13.50% | 17.09%-3.6pp | 360.42%-346.9pp | 31.25%-17.7pp |
| Employer contribution / active EE | $8,759 | $1,792+388.7% | $2,690+225.6% | $2,726+221.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $403 | $407-1.2% | $6,416-93.7% | $431-6.5% |