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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $53,569 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,520 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,447 | $62,543+15.8% | $83,322-13.1% | $55,725+30.0% |
| Participation rate | 77.7% | 78.4%-0.7pp | 77.8%-0.1pp | 70.9%+6.8pp |
| Annual return | -5.72% | 14.85%-20.6pp | 10.64%-16.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,356 | $2,427-2.9% | $3,379-30.3% | $2,078+13.4% |
| Participant deferral / active EE | $8,385 | $5,682+47.6% | $5,565+50.7% | $3,356+149.9% |
| Admin fee / account holder | $271 | $103+162.7% | $7,540-96.4% | $115+135.2% |