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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $83,369 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,001 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,865 | $39,458+198.7% | $60,547+94.7% | $55,191+113.6% |
| Participation rate | 89.1% | 59.6%+29.5pp | 68.0%+21.1pp | 69.2%+19.9pp |
| Annual return | 1.14% | 3.35%-2.2pp | 335.64%-334.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $8,419 | $1,210+595.9% | $2,419+248.0% | $1,899+343.4% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $202 | $95+112.1% | $4,536-95.6% | $91+122.3% |