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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 28 800 NORTH SHORELINE BLVD. · CORPUS CHRISTI, TX 78401 | Investment Management | $8,198 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BANK Service code 28 P.O. BOX 6771 · CORPUS CHRISTI, TX 78466 | Investment Management | $5,754 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,204 | $77,638+196.5% | $156,551+47.0% | $62,881+266.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.22% | 50.33%-49.1pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $5,711 | $3,444+65.8% | $5,501+3.8% | $2,281+150.4% |
| Participant deferral / active EE | $3,183 | $3,046+4.5% | $4,871-34.7% | $3,203-0.6% |
| Admin fee / account holder | $9,238 | $5,561+66.1% | $13,028-29.1% | $4,296+115.0% |