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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $42,001 |
Filed as: EMPOWER ANNUNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,472 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $6,449 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $407,235 | $81,504+399.7% | $102,437+297.5% | $80,959+403.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.22% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $18,671 | $3,104+501.6% | $3,871+382.4% | $2,757+577.2% |
| Participant deferral / active EE | $14,068 | $3,871+263.4% | $5,060+178.0% | $4,300+227.1% |
| Admin fee / account holder | $29,947 | $6,719+345.7% | $8,388+257.0% | $6,925+332.4% |