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| Provider | Service type | Compensation |
|---|---|---|
SANFORD ADVISORY SERVICES3 years Filed as: SANFORD BERNSTEIN Service code 28 · EIN 13-4132953 | Investment Management | $73,834 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL Service code 28 · EIN 13-2638166 | Investment Management | $51,586 |
ANCORA ADVISORS2 years Service code 28 6060 PARKLAND BLVD STE 200 · CLEVELAND, OH 44124 | Investment Management | $26,175 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $23,922 |
Filed as: FIDELITY MANAGEMENT Service code 28 · EIN 04-3022712 | Investment Management | $16,446 |
EBS ASSET MANAGEMENT3 years Service code 28 · EIN 31-1386402 | Investment Management | $15,798 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $620,326 | $101,499+511.2% | $147,005+322.0% | $74,546+732.1% |
| Participation rate | 91.8% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.6pp |
| Annual return | 13.27% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $18,599 | $3,811+388.0% | $4,934+276.9% | $2,624+608.7% |
| Participant deferral / active EE | $10,209 | $7,304+39.8% | $8,070+26.5% | $4,347+134.8% |
| Admin fee / account holder | $627 | $1,748-64.1% | $13,006-95.2% | $1,944-67.7% |