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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $68,221 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 707 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $64,247 |
Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,799 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,391 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,511 |
Service code 27 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Advisory (Plan) | $13,236 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,728 |
PRENGER & PROFITT, LLC1 year Filed as: PRENGER & PROFITT LLC Service code 13 PO BOX 292239 · DAYTON, OH 45429 | Contract Administrator | $2,000 |
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 | $161,375 | $55,437+191.1% | $155,534+3.8% | $74,459+116.7% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 13.33% | 269.58%-256.3pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,990 | $2,266+31.9% | $4,675-36.0% | $2,626+13.9% |
| Participant deferral / active EE | $6,027 | $2,837+112.4% | $5,630+7.0% | $4,350+38.6% |
| Admin fee / account holder | $1,182 | $1,742-32.2% | $15,900-92.6% | $1,945-39.2% |