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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,110 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $10,000 |
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 | $129,386 | $55,446+133.4% | $155,574-16.8% | $74,429+73.8% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+9.9pp | 67.2%+20.9pp |
| Annual return | 14.55% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,965 | $2,266+75.0% | $4,676-15.2% | $2,625+51.1% |
| Participant deferral / active EE | $3,431 | $2,836+21.0% | $5,629-39.0% | $4,348-21.1% |
| Admin fee / account holder | $384 | $1,743-78.0% | $15,914-97.6% | $1,944-80.3% |