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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $61,342 |
FUST CHARLES CHAMBERS LLP3 years Service code 99 5784 WIDEWATERS PKWY · SYRACUSE, NY 13214 | Other Fees | $15,485 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $206,081 | $101,672+102.7% | $147,117+40.1% | $74,478+176.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.62% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $5,183 | $3,813+35.9% | $4,932+5.1% | $2,626+97.4% |
| Participant deferral / active EE | $9,581 | $7,305+31.2% | $8,065+18.8% | $4,350+120.2% |
| Admin fee / account holder | $399 | $1,753-77.3% | $12,993-96.9% | $1,946-79.5% |