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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $94,045 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,510 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $7,100 |
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 | $155,190 | $46,423+234.3% | $75,906+104.5% | $67,584+129.6% |
| Participation rate | 91.4% | 63.1%+28.4pp | 69.3%+22.1pp | 71.3%+20.2pp |
| Annual return | 21.60% | 32.29%-10.7pp | 30.73%-9.1pp | 378.59%-357.0pp |
| Employer contribution / active EE | $8,327 | $1,406+492.2% | $2,501+232.9% | $2,148+287.7% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,540-100.0% |
| Admin fee / account holder | $217 | $132+64.4% | $5,421-96.0% | $142+52.2% |