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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $54,719 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $16,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,251 | $54,245+70.1% | $93,727-1.6% | $77,762+18.6% |
| Participation rate | 28.7% | 63.9%-35.2pp | 68.7%-40.0pp | 70.6%-41.9pp |
| Annual return | 15.45% | 30.58%-15.1pp | 133.83%-118.4pp | 31.27%-15.8pp |
| Employer contribution / active EE | $735 | $1,168-37.0% | $2,421-69.6% | $2,728-73.0% |
| Participant deferral / active EE | $1,298 | $3,144-58.7% | $4,417-70.6% | $4,651-72.1% |
| Admin fee / account holder | $334 | $575-41.9% | $8,292-96.0% | $433-22.7% |