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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $91,117 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,255 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,010 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,435 | $58,347+247.0% | $85,708+136.2% | $86,828+133.1% |
| Participation rate | 94.6% | 64.9%+29.7pp | 69.9%+24.8pp | 72.3%+22.3pp |
| Annual return | 16.20% | 18.43%-2.2pp | 21.49%-5.3pp | 97.95%-81.7pp |
| Employer contribution / active EE | $8,500 | $1,751+385.5% | $2,618+224.7% | $2,406+253.3% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,922-100.0% | $4,132-100.0% |
| Admin fee / account holder | $377 | $147+155.6% | $6,876-94.5% | $170+122.2% |