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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) | $13,807 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,596 | $55,449-71.9% | $83,848-81.4% | $56,287-72.3% |
| Participation rate | 59.6% | 68.0%-8.4pp | 76.1%-16.5pp | 69.9%-10.2pp |
| Annual return | -6.18% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,741 | $2,935-40.7% | $4,082-57.3% | $3,350-48.0% |
| Admin fee / account holder | $67 | $656-89.7% | $5,478-98.8% | $521-87.1% |