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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $33,072 |
MRPR GROUP PC5 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $7,700 |
Filed as: SJS BUSINESS SERVICES INC DBA ADVAN Service code 99 31596 SCHOOLCRAFT · LIVONIA, MI 48150 | Other Fees | $5,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,808 | $65,437+106.0% | $86,698+55.5% | $66,949+101.4% |
| Participation rate | 98.0% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | -19.50% | -10.91%-8.6pp | 35.96%-55.5pp | 1.57%-21.1pp |
| Employer contribution / active EE | $2,630 | $2,154+22.1% | $2,837-7.3% | $2,545+3.3% |
| Participant deferral / active EE | $4,966 | $4,102+21.1% | $4,656+6.7% | $4,239+17.2% |
| Admin fee / account holder | $346 | $642-46.0% | $7,492-95.4% | $594-41.6% |