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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,562 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 | Other Commissions | $13,858 |
Filed as: ADVISED ASSETS GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,074 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 13 250 MUNOZ RIVERA AVE · SAN JUAN, PR 00918 | Contract Administrator | $1,900 |
Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $1,039 |
Filed as: UBS FINANCIAL SVCS INS AGENCY Service code 55 1000 HARBOR BLVD · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,907 | $99,957-34.1% | $149,730-56.0% | $73,493-10.3% |
| Participation rate | 37.9% | 75.7%-37.8pp | 82.5%-44.6pp | 70.7%-32.8pp |
| Annual return | 16.20% | 53.87%-37.7pp | 276.70%-260.5pp | 28.51%-12.3pp |
| Employer contribution / active EE | $307 | $3,191-90.4% | $4,645-93.4% | $2,270-86.5% |
| Participant deferral / active EE | $1,689 | $6,073-72.2% | $6,843-75.3% | $3,740-54.8% |
| Admin fee / account holder | $144 | $551-73.8% | $9,310-98.4% | $513-71.9% |