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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,574 |
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $28,345 |
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 | $44,194 | $65,378-32.4% | $87,103-49.3% | $65,186-32.2% |
| Participation rate | 91.9% | 75.3%+16.5pp | 76.9%+15.0pp | 70.2%+21.7pp |
| Annual return | 18.39% | 31.28%-12.9pp | 28.19%-9.8pp | 29.39%-11.0pp |
| Employer contribution / active EE | $1,189 | $1,823-34.7% | $2,521-52.8% | $2,177-45.4% |
| Participant deferral / active EE | $3,399 | $3,389+0.3% | $4,049-16.0% | $3,514-3.3% |
| Admin fee / account holder | $198 | $520-62.0% | $7,491-97.4% | $847-76.7% |