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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: USB FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $430,283 |
NEXUS ADMINISTRATORS, INC.6 years Service code 13 · EIN 77-0586222 | Contract Administrator | $40,772 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,431 | $140,800-28.0% | $89,340+13.5% | $79,634+27.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.6%+30.4pp | 62.5%+37.5pp |
| Annual return | 9.36% | 17.84%-8.5pp | 20.57%-11.2pp | 36.46%-27.1pp |
| Employer contribution / active EE | $9,873 | $2,021+388.6% | $2,231+342.5% | $2,529+290.4% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,823-100.0% | $3,835-100.0% |
| Admin fee / account holder | $705 | $1,610-56.3% | $6,704-89.5% | $1,002-29.7% |