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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Service code 27 315 DEADERICK STREET 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $33,199 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,937 |
D. STOLLER2 years Filed as: THE STOLLER COMPANY, INC Service code 13 P.O. BOX 4489 · WALNUT CREEK, CA 94596 | Contract Administrator | $6,418 |
TEMPLETON & COMPANY LLP2 years Service code 10 · EIN 84-0467907 8515 EAST ORCHARD 222 LAKEVIEW AVEN · WEST PALM BEACH, FL 33401 | Accounting | $0 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,355 | $91,760-9.2% | $156,181-46.6% | $67,986+22.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 9.74% | 18.14%-8.4pp | 64.87%-55.1pp | 31.67%-21.9pp |
| Employer contribution / active EE | $237 | $2,419-90.2% | $4,294-94.5% | $2,019-88.2% |
| Participant deferral / active EE | $4,004 | $3,960+1.1% | $6,132-34.7% | $3,358+19.2% |
| Admin fee / account holder | $440 | $3,949-88.9% | $14,586-97.0% | $3,203-86.3% |