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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,856 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $9,075 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,521 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $437 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,304 | $65,376+33.5% | $87,100+0.2% | $65,185+33.9% |
| Participation rate | 58.6% | 75.3%-16.8pp | 76.9%-18.3pp | 70.2%-11.6pp |
| Annual return | 18.12% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $987 | $1,822-45.8% | $2,521-60.8% | $2,177-54.6% |
| Participant deferral / active EE | $3,991 | $3,388+17.8% | $4,049-1.4% | $3,514+13.6% |
| Admin fee / account holder | $296 | $520-43.0% | $7,497-96.0% | $847-65.0% |