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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,177 |
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $52,975 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,671 | $84,936+2.0% | $111,308-22.1% | $79,391+9.2% |
| Participation rate | 96.5% | 75.9%+20.6pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 13.69% | 17.45%-3.8pp | 54.67%-41.0pp | 116.88%-103.2pp |
| Employer contribution / active EE | $2,426 | $1,979+22.6% | $2,732-11.2% | $2,428-0.1% |
| Participant deferral / active EE | $5,644 | $3,888+45.1% | $4,487+25.8% | $4,046+39.5% |
| Admin fee / account holder | $641 | $537+19.4% | $7,965-91.9% | $627+2.4% |