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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $309,346 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $210,269 |
COMPASS 360, LLC1+ years Service code 15 · EIN 81-1939215 | Recordkeeping | $111,675 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 25-1759623 | Recordkeeping | $28,646 |
FORVIS, LLP1+ years Filed as: FORVISMAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
FORVIS, LLP1+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,200 |
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 | $188,752 | $122,128+54.6% | $147,117+28.3% | $200,096-5.7% |
| Participation rate | 84.0% | 78.2%+5.8pp | 82.2%+1.8pp | 72.0%+12.0pp |
| Annual return | 19.12% | 30.58%-11.5pp | 420.54%-401.4pp | 34.26%-15.1pp |
| Employer contribution / active EE | $3,605 | $4,093-11.9% | $4,932-26.9% | $3,038+18.7% |
| Participant deferral / active EE | $9,551 | $8,484+12.6% | $8,065+18.4% | $5,090+87.6% |
| Admin fee / account holder | $392 | $180+118.5% | $12,993-97.0% | $269+45.7% |