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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $128,289 |
RPG CONSULTANTS10+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $75,914 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $34,210 |
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 | $246,227 | $202,156+21.8% | $184,256+33.6% | - |
| Participation rate | 96.4% | 85.7%+10.7pp | 86.8%+9.6pp | - |
| Annual return | 13.69% | 6.91%+6.8pp | 28.85%-15.2pp | - |
| Employer contribution / active EE | $23,837 | $4,387+443.3% | $6,427+270.9% | - |
| Participant deferral / active EE | $18,786 | $6,520+188.1% | $9,133+105.7% | - |
| Admin fee / account holder | $599 | $12,473-95.2% | $13,899-95.7% | - |