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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $59,593 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,638 |
RSM US LLP4+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $12,900 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,850 |
EDWARD JONES3 years Filed as: EDWARD L ETTER, GEORGE A BIEHLE, ET Service code 99 3125 EXON AVE · CINCINNATI, OH 45241 | Other Fees | $2,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,249 | $77,559-22.3% | $68,793-12.4% | $75,289-20.0% |
| Participation rate | 25.1% | 78.3%-53.2pp | 72.2%-47.1pp | 72.4%-47.3pp |
| Annual return | -2.41% | -1.01%-1.4pp | -4.63%+2.2pp | -0.04%-2.4pp |
| Employer contribution / active EE | $727 | $1,993-63.5% | $2,625-72.3% | $2,405-69.8% |
| Participant deferral / active EE | $1,400 | $3,128-55.2% | $3,311-57.7% | $3,739-62.5% |
| Admin fee / account holder | $75 | $90-16.8% | $5,131-98.5% | $102-26.5% |