Filed November 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $39,524 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,037 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $12,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,376 | $79,428+112.0% | $106,548+58.0% | $79,386+112.1% |
| Participation rate | 96.6% | 74.1%+22.5pp | 76.1%+20.5pp | 70.7%+25.9pp |
| Annual return | 16.53% | 18.27%-1.7pp | 26.80%-10.3pp | 116.85%-100.3pp |
| Employer contribution / active EE | $4,795 | $2,234+114.6% | $2,819+70.1% | $2,427+97.5% |
| Participant deferral / active EE | $8,894 | $3,823+132.7% | $4,398+102.2% | $4,046+119.9% |
| Admin fee / account holder | $16 | $523-97.0% | $7,407-99.8% | $626-97.5% |