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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) | $70,458 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,064 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,939 | $62,267+13.9% | $110,238-35.6% | $55,725+27.3% |
| Participation rate | 96.6% | 78.1%+18.5pp | 79.8%+16.8pp | 70.9%+25.7pp |
| Annual return | -6.36% | -1.07%-5.3pp | 314.74%-321.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,406 | $1,941+23.9% | $3,826-37.1% | $2,078+15.8% |
| Participant deferral / active EE | $2,665 | $3,516-24.2% | $4,672-43.0% | $3,356-20.6% |
| Admin fee / account holder | $204 | $121+69.0% | $8,547-97.6% | $115+77.4% |