Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEWNWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,686 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 | Other Commissions | $10,216 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILE, VA 22911 | Contract Administrator | $6,430 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,823 |
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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,454 | $56,443-85.0% | $83,831-89.9% | $55,725-84.8% |
| Participation rate | 69.7% | 72.0%-2.4pp | 76.1%-6.5pp | 70.9%-1.2pp |
| Annual return | -0.10% | 393.67%-393.8pp | 850.99%-851.1pp | 244.93%-245.0pp |
| Employer contribution / active EE | $430 | $2,682-84.0% | $3,631-88.2% | $2,078-79.3% |
| Participant deferral / active EE | $1,299 | $2,965-56.2% | $4,082-68.2% | $3,356-61.3% |
| Admin fee / account holder | $63 | $156-59.7% | $5,479-98.9% | $115-45.3% |