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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,903 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $65,299 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,708 | $185,342-60.2% | $111,306-33.8% | $86,821-15.1% |
| Participation rate | 95.7% | 81.0%+14.7pp | 77.3%+18.4pp | 72.3%+23.4pp |
| Annual return | 17.11% | 500.80%-483.7pp | 54.67%-37.6pp | 97.94%-80.8pp |
| Employer contribution / active EE | $422 | $2,246-81.2% | $2,732-84.5% | $2,406-82.4% |
| Participant deferral / active EE | $4,546 | $4,458+2.0% | $4,488+1.3% | $4,132+10.0% |
| Admin fee / account holder | $171 | $255-33.0% | $7,966-97.9% | $170+0.9% |