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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $54,498 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,461 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $453 |
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 | $233,160 | $104,479+123.2% | $159,474+46.2% | $79,391+193.7% |
| Participation rate | 83.5% | 76.6%+6.9pp | 82.8%+0.7pp | 70.7%+12.8pp |
| Annual return | 15.25% | 67.98%-52.7pp | 263.68%-248.4pp | 116.88%-101.6pp |
| Employer contribution / active EE | $1,874 | $3,417-45.2% | $4,831-61.2% | $2,428-22.8% |
| Participant deferral / active EE | $9,513 | $6,468+47.1% | $7,353+29.4% | $4,046+135.1% |
| Admin fee / account holder | $449 | $711-36.9% | $10,802-95.8% | $627-28.4% |