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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) | $5,274 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,046 | $84,482-68.0% | $125,363-78.4% | $66,930-59.6% |
| Participation rate | 74.5% | 76.4%-1.9pp | 82.4%-7.9pp | 69.8%+4.7pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.15%-572.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,138 | $3,553-11.7% | $4,815-34.8% | $2,545+23.3% |
| Participant deferral / active EE | $5,298 | $6,782-21.9% | $7,447-28.9% | $4,238+25.0% |
| Admin fee / account holder | $51 | $685-92.6% | $10,005-99.5% | $593-91.5% |