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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $364,761 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 16 | Consulting | $152,256 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $33,133 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,026 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Participant loan processing; Valuatio... | $0 |
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 | $129,150 | $37,117+248.0% | $147,617-12.5% | $55,191+134.0% |
| Participation rate | 89.6% | 63.6%+26.0pp | 84.6%+5.0pp | 69.2%+20.5pp |
| Annual return | 0.30% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $9,981 | $1,620+516.0% | $5,564+79.4% | $1,899+425.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $836 | $86+876.9% | $11,612-92.8% | $91+820.8% |