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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $32,886 |
Filed as: CBIZ, INC. Service code 10 PO BOX 956793 · ST LOUIS, MO 63195 | Accounting | $3,826 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $583 |
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 | $159,834 | $77,472+106.3% | $100,392+59.2% | $80,935+97.5% |
| Participation rate | 96.9% | 76.9%+19.9pp | 81.5%+15.4pp | 67.7%+29.2pp |
| Annual return | 12.43% | 37.26%-24.8pp | 49.45%-37.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,113 | $2,800+11.2% | $3,941-21.0% | $2,757+12.9% |
| Participant deferral / active EE | $11,388 | $6,818+67.0% | $8,090+40.8% | $4,299+164.9% |
| Admin fee / account holder | $395 | $5,885-93.3% | $7,904-95.0% | $6,924-94.3% |