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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: USB FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $390,814 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 · EIN 77-0586222 | Contract Administrator | $34,031 |
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 | $96,266 | $66,459+44.8% | $81,353+18.3% | $77,736+23.8% |
| Participation rate | 97.8% | 68.7%+29.1pp | 69.5%+28.3pp | 70.6%+27.3pp |
| Annual return | 15.16% | 15.95%-0.8pp | 24.82%-9.7pp | 31.26%-16.1pp |
| Employer contribution / active EE | $9,845 | $2,156+356.6% | $2,464+299.6% | $2,728+260.9% |
| Participant deferral / active EE | $0 | $3,674-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $612 | $585+4.7% | $5,766-89.4% | $433+41.3% |