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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $82,232 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,813 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,337 |
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 | $173,623 | $51,288+238.5% | $81,988+111.8% | $73,415+136.5% |
| Participation rate | 95.9% | 64.0%+31.9pp | 69.3%+26.6pp | 72.2%+23.7pp |
| Annual return | 15.40% | 29.48%-14.1pp | 41.32%-25.9pp | 59.30%-43.9pp |
| Employer contribution / active EE | $8,442 | $1,487+467.8% | $2,499+237.9% | $2,234+277.9% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,723-100.0% | $3,806-100.0% |
| Admin fee / account holder | $295 | $125+135.4% | $5,666-94.8% | $158+86.8% |