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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 | $43,496+223.0% | $161,489-13.0% | $64,340+118.4% |
| Participation rate | 88.2% | 53.5%+34.6pp | 78.7%+9.5pp | 55.2%+32.9pp |
| Annual return | 13.08% | 20.76%-7.7pp | 89.72%-76.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $3,751 | $1,431+162.2% | $4,268-12.1% | $1,862+101.5% |
| Participant deferral / active EE | $3,560 | $1,996+78.4% | $5,630-36.8% | $2,980+19.4% |
| Admin fee / account holder | $383 | $2,330-83.6% | $16,006-97.6% | $3,703-89.7% |