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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 13 250 MUNOZ RIVERA AVE 10TH FL · SAN JUAN, PR 00985 | Contract Administrator | $3,119 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $2,624 |
AVISED ASSETS GROUP, LLC1+ years Filed as: AVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $921 |
Filed as: GREAT WEST LIFE ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,028-100.0% | $123,105-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 86.8%-86.8pp | 68.7%-68.7pp |
| Annual return | -1.72% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,249 | $3,297-62.1% | $5,151-75.7% | $2,203-43.3% |
| Participant deferral / active EE | $1,310 | $4,667-71.9% | $6,229-79.0% | $3,192-59.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |