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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,591 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $1,368 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $357 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $227 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,795 | $31,388-46.5% | $73,545-77.2% | $62,293-73.0% |
| Participation rate | 10.8% | 39.9%-29.0pp | 54.9%-44.1pp | 69.5%-58.7pp |
| Annual return | 10.20% | 25.34%-15.1pp | -15.16%+25.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $140 | $1,028-86.4% | $1,806-92.2% | $3,169-95.6% |
| Admin fee / account holder | $113 | $299-62.3% | $2,320-95.1% | $479-76.4% |