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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) | $90,308 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer 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 | $49,968 | $72,770-31.3% | $67,652-26.1% | $55,191-9.5% |
| Participation rate | 93.6% | 78.8%+14.8pp | 75.7%+17.9pp | 69.2%+24.4pp |
| Annual return | 4.41% | -3.26%+7.7pp | 6625.40%-6621.0pp | 10.78%-6.4pp |
| Employer contribution / active EE | $360 | $1,769-79.7% | $2,266-84.1% | $1,899-81.1% |
| Participant deferral / active EE | $3,136 | $3,408-8.0% | $3,560-11.9% | $3,046+2.9% |
| Admin fee / account holder | $105 | $79+32.6% | $4,821-97.8% | $91+15.1% |