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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,692 |
EJREYNOLDS, INC.1+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $9,110 |
Filed as: SEASIDE NATIONAL BANK AND TRUST,INC Service code 99 201 S. ORANGE AVENUE · ORLANDO, FL 32801 | Other Fees | $6,135 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,322 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,347 | $55,182-5.1% | $73,309-28.6% | $55,191-5.2% |
| Participation rate | 68.3% | 73.9%-5.7pp | 74.9%-6.6pp | 69.2%-0.9pp |
| Annual return | -0.33% | 8.55%-8.9pp | 5.67%-6.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2,079 | $1,935+7.5% | $3,237-35.8% | $1,899+9.5% |
| Participant deferral / active EE | $4,381 | $4,641-5.6% | $4,991-12.2% | $3,046+43.8% |
| Admin fee / account holder | $13 | $68-80.8% | $5,635-99.8% | $91-85.5% |