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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 315 DEADERICK ST 5H FL · NASHVILLE, TN 37238 | Advisory (Plan) | $10,462 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $8,777 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,792 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $803 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $135 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,404 | $60,989-73.1% | $60,919-73.1% | $66,949-75.5% |
| Participation rate | 50.5% | 74.5%-24.0pp | 73.1%-22.7pp | 69.8%-19.4pp |
| Annual return | -8.58% | -9.60%+1.0pp | 16.96%-25.5pp | 1.57%-10.1pp |
| Employer contribution / active EE | $349 | $2,661-86.9% | $2,704-87.1% | $2,545-86.3% |
| Participant deferral / active EE | $1,569 | $3,615-56.6% | $3,814-58.9% | $4,239-63.0% |
| Admin fee / account holder | $185 | $338-45.4% | $3,228-94.3% | $594-68.9% |