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| Provider | Service type | Compensation |
|---|---|---|
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 | $10,775 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,891 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,291 |
PLANTECH, LLP1 year Service code 13 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 35242 | Contract Administrator | $1,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,430 | $50,947-32.4% | $74,549-53.8% | $64,173-46.3% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.1%-14.9pp | 69.6%-15.3pp |
| Annual return | -7.64% | -1.85%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $427 | $1,115-61.7% | $1,961-78.2% | $2,381-82.1% |
| Participant deferral / active EE | $2,771 | $2,302+20.4% | $3,108-10.9% | $3,470-20.2% |
| Admin fee / account holder | $168 | $4,221-96.0% | $5,059-96.7% | $4,887-96.6% |