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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $5,582 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $537 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $310 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $11,324 | $25,723-56.0% | $69,182-83.6% | $55,167-79.5% |
| Participation rate | 13.0% | 39.4%-26.4pp | 55.1%-42.1pp | 69.0%-55.9pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $95 | $963-90.1% | $1,897-95.0% | $3,054-96.9% |
| Admin fee / account holder | $25 | $365-93.2% | $2,697-99.1% | $504-95.1% |