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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,678 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,967 |
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 | $30,072 | $46,332-35.1% | $143,797-79.1% | $64,824-53.6% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.4pp |
| Annual return | -15.39% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,038 | $1,911+6.6% | $4,952-58.8% | $2,507-18.7% |
| Participant deferral / active EE | $2,936 | $2,647+10.9% | $5,638-47.9% | $4,311-31.9% |
| Admin fee / account holder | $188 | $154+22.1% | $14,679-98.7% | $1880% |