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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,211 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLP. Service code 10 PO BOX 632238 · CINCINNATI, OH 45263 | Accounting | $14,700 |
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 | $140,499 | $46,688+200.9% | $189,758-26.0% | $69,733+101.5% |
| Participation rate | 88.2% | 61.7%+26.5pp | 79.8%+8.4pp | 62.5%+25.7pp |
| Annual return | 13.08% | 14.35%-1.3pp | 52.62%-39.5pp | 15.22%-2.1pp |
| Employer contribution / active EE | $3,751 | $1,695+121.3% | $4,767-21.3% | $2,250+66.7% |
| Participant deferral / active EE | $3,560 | $2,143+66.1% | $5,856-39.2% | $3,054+16.5% |
| Admin fee / account holder | $383 | $1,700-77.5% | $20,388-98.1% | $3,102-87.7% |