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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $34,908 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,296 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,080 |
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 | $29,129 | $56,540-48.5% | $185,851-84.3% | $86,821-66.4% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 15.85% | 118.20%-102.4pp | 122.11%-106.3pp | 97.94%-82.1pp |
| Employer contribution / active EE | $2,031 | $1,844+10.1% | $5,168-60.7% | $2,406-15.6% |
| Participant deferral / active EE | $2,880 | $2,555+12.7% | $5,569-48.3% | $4,132-30.3% |
| Admin fee / account holder | $123 | $150-17.8% | $16,245-99.2% | $170-27.4% |