Filed October 14, 2022 (most recent of 4 filings on file)
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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) | $34,877 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,076 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,707 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,923 | $46,173-65.5% | $170,435-90.7% | $69,631-77.1% |
| Participation rate | 93.3% | 63.9%+29.4pp | 83.6%+9.7pp | 70.7%+22.7pp |
| Annual return | 14.68% | 21.62%-6.9pp | 205.94%-191.3pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,486 | $1,610-7.7% | $5,432-72.6% | $2,032-26.9% |
| Participant deferral / active EE | $1,412 | $2,080-32.1% | $4,939-71.4% | $3,224-56.2% |
| Admin fee / account holder | $91 | $116-21.8% | $13,881-99.3% | $110-17.9% |