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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 | $101,539+103.0% | $147,041+40.2% | $74,400+177.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.62% | 8740.84%-8725.2pp | 419.21%-403.6pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $5,183 | $3,811+36.0% | $4,935+5.0% | $2,624+97.5% |
| Participant deferral / active EE | $9,581 | $7,304+31.2% | $8,071+18.7% | $4,348+120.3% |
| Admin fee / account holder | $399 | $1,749-77.2% | $13,006-96.9% | $1,944-79.5% |