See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $69,835 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,701 |
Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $7,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,415 |
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 | Contract Administrator | $4,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,660 | $64,286-38.3% | $106,387-62.7% | $55,725-28.8% |
| Participation rate | 81.4% | 75.2%+6.2pp | 77.5%+3.9pp | 70.9%+10.5pp |
| Annual return | -1.30% | 0.84%-2.1pp | 0.25%-1.6pp | 244.93%-246.2pp |
| Employer contribution / active EE | $2,592 | $2,367+9.5% | $3,520-26.4% | $2,078+24.7% |
| Participant deferral / active EE | $4,903 | $4,158+17.9% | $5,421-9.6% | $3,356+46.1% |
| Admin fee / account holder | $62 | $102-39.7% | $7,510-99.2% | $115-46.4% |