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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $23,156 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 6830 COMMERCE CT. DR. · BLACKLICK, OH 43004 | Contract Administrator | $5,789 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $63,114-100.0% | $92,893-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 20.42% | 28.75%-8.3pp | 109.41%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $952 | $2,571-63.0% | $3,653-73.9% | $2,177-56.3% |
| Participant deferral / active EE | $6,131 | $3,108+97.3% | $4,236+44.7% | $3,514+74.5% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |