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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 | $55,402+282.0% | $76,089+178.1% | $77,714+172.3% |
| Participation rate | 91.5% | 63.6%+27.9pp | 69.1%+22.4pp | 70.6%+20.9pp |
| Annual return | 13.50% | 17.09%-3.6pp | 360.94%-347.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $8,759 | $1,789+389.5% | $2,690+225.6% | $2,727+221.2% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $403 | $410-1.8% | $6,418-93.7% | $433-7.1% |