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 | $48,092 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILE, VA 22911 | Contract Administrator | $22,751 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 | Other Commissions | $15,035 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,274 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $10,783 | $91,517-88.2% | $101,275-89.4% | $73,412-85.3% |
| Participation rate | 82.6% | 73.8%+8.8pp | 75.8%+6.8pp | 72.2%+10.4pp |
| Annual return | 8.78% | 17.17%-8.4pp | 46.48%-37.7pp | 59.30%-50.5pp |
| Employer contribution / active EE | $505 | $2,877-82.4% | $3,660-86.2% | $2,234-77.4% |
| Participant deferral / active EE | $1,751 | $3,338-47.6% | $4,371-59.9% | $3,806-54.0% |
| Admin fee / account holder | $95 | $216-55.9% | $5,948-98.4% | $158-39.7% |