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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1+ years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $6,241 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $5,735 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 | Other Commissions | $5,719 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,511 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, 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.
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 | $49,281 | $53,412-7.7% | $68,509-28.1% | $52,331-5.8% |
| Participation rate | 66.7% | 71.7%-5.0pp | 74.7%-8.1pp | 68.1%-1.4pp |
| Annual return | -0.15% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $135 | $1,607-91.6% | $2,278-94.1% | $1,882-92.8% |
| Participant deferral / active EE | $1,812 | $2,688-32.6% | $3,382-46.4% | $3,022-40.0% |
| Admin fee / account holder | $90 | $461-80.4% | $5,275-98.3% | $592-84.8% |